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Balboa Wealth Partners’s NuScale Power SMR Stock Holding History

Balboa Wealth Partners’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Buy
13,385
+220
+2% +$2.48K 0.02% 452
2026
Q1 		$143K Sell
13,165
-300
-2% -$4.57K 0.02% 406
2025
Q4 		$191K Buy
13,465
+756
+6% +$21.6K 0.03% 384
2025
Q3 		$458K Buy
12,709
+930
+8% +$37.1K 0.08% 195
2025
Q2 		$466K Buy
+11,779
New +$296K 0.09% 171

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balboa Wealth Partners's SMR Position: Q2 2026 in Review

Balboa Wealth Partners increased its NuScale Power (SMR) stake by 1.7% in Q2 2026, buying an estimated $2.48K and bringing the position to 13,385 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #452.

Balboa Wealth Partners first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $466K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Balboa Wealth Partners held 13,385 shares of NuScale Power worth $134K as of Q2 2026.
  • Balboa Wealth Partners bought 220 NuScale Power shares in Q2 2026, an estimated $2.48K.
  • NuScale Power made up 0.02% of Balboa Wealth Partners's portfolio in Q2 2026, its #452 holding.
  • Balboa Wealth Partners first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's NuScale Power position peaked at $466K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.