Cherry Tree Wealth Management’s Terrestrial Energy IMSR Stock Holding History

Cherry Tree Wealth Management’s Portfolio IMSR Stock Details IMSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.69K	Hold	692	–	–	﹤0.01%	510
2026 Q2	$4.9K	Hold	692	–	–	﹤0.01%	503
2026 Q1	$4.16K	Hold	692	–	–	﹤0.01%	496
2025 Q4	$4.23K	Buy	+692	New	+$9.25K	﹤0.01%	497

Other funds holding IMSR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Cherry Tree Wealth Management's IMSR Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Terrestrial Energy (IMSR) position steady in Q3 2026 at 692 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Cherry Tree Wealth Management first reported a position in IMSR in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.9K in Q2 2026. 4 funds tracked by Wall St. Rank hold IMSR as of Q3 2026.

Cherry Tree Wealth Management held 692 shares of Terrestrial Energy worth $2.69K as of Q3 2026.
Cherry Tree Wealth Management left its Terrestrial Energy share count unchanged in Q3 2026.
Terrestrial Energy made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #510 holding.
Cherry Tree Wealth Management first reported a position in Terrestrial Energy in Q4 2025 and has held it in 4 quarters since.
Cherry Tree Wealth Management's Terrestrial Energy position peaked at $4.9K in Q2 2026.
4 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.