CWS
URG

Cypress Wealth Services’s Ur-Energy URG Stock Holding History

Cypress Wealth Services’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Hold
10,282
– – ﹤0.01% 435
2026
Q1 		$15.3K Hold
10,282
– – ﹤0.01% 397
2025
Q4 		$14.3K Buy
+10,282
New +$15.2K ﹤0.01% 389

Other funds holding URG

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Cypress Wealth Services's URG Position: Q2 2026 in Review

Cypress Wealth Services held its Ur-Energy (URG) position steady in Q2 2026 at 10,282 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Cypress Wealth Services first reported a position in URG in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q1 2026. 12 funds tracked by Wall St. Rank hold URG as of Q2 2026.

  • Cypress Wealth Services held 10,282 shares of Ur-Energy worth $14K as of Q2 2026.
  • Cypress Wealth Services left its Ur-Energy share count unchanged in Q2 2026.
  • Ur-Energy made up ﹤0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #435 holding.
  • Cypress Wealth Services first reported a position in Ur-Energy in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's Ur-Energy position peaked at $15.3K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Ur-Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.