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Bridgewealth Advisory Group’s NuScale Power SMR Stock Holding History

Bridgewealth Advisory Group’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
2025
Q4 		– Sell
-6,347
Closed -$228K – 138
2025
Q3 		$228K Buy
+6,347
New +$253K 0.05% 108

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CS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bridgewealth Advisory Group's SMR Position: Q4 2025 in Review

Bridgewealth Advisory Group sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 6,347 shares — an estimated $228K sold.

Bridgewealth Advisory Group first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Bridgewealth Advisory Group reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 6,347 NuScale Power shares in Q4 2025, an estimated $228K.
  • Bridgewealth Advisory Group first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Bridgewealth Advisory Group's NuScale Power position peaked at $228K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Bridgewealth Advisory Group's 13F filing for Q4 2025, filed 4 Feb 2026.