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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

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return

Centricity Wealth Management's SMR Position: Q2 2025 in Review

Centricity Wealth Management held its NuScale Power (SMR) position steady in Q2 2025 at 1,000 shares worth $39.6K. The position accounts for 0.03% of the portfolio, ranked #190.

Centricity Wealth Management first reported a position in SMR in Q4 2024 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Centricity Wealth Management held 1,000 shares of NuScale Power worth $39.6K as of Q2 2025.
  • Centricity Wealth Management left its NuScale Power share count unchanged in Q2 2025.
  • NuScale Power made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #190 holding.
  • Centricity Wealth Management first reported a position in NuScale Power in Q4 2024 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.