CWM
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Centricity Wealth Management’s NuScale Power SMR Stock Holding History

Centricity Wealth Management’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
Q2 		$39.6K Hold
1,000
– – 0.03% 190
2025
Q1 		$14.2K Hold
1,000
– – 0.01% 291
2024
Q4 		$17.9K Buy
+1,000
New +$20.6K 0.02% 264

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UBS Group
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VanEck Associates
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Geode Capital Management
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State Street
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SCTC
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