Essential Partners’s Terrestrial Energy IMSR Stock Holding History

Essential Partners’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	$1.08K	Sell	279 -128	-31%	-$665	﹤0.01%	2159
2026 Q2	$2.88K	Buy	+407	New	+$3.01K	﹤0.01%	1807

Other funds holding IMSR

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

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

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's IMSR Position: Q3 2026 in Review

Essential Partners reduced its Terrestrial Energy (IMSR) stake by 31% in Q3 2026, selling an estimated $665 and leaving 279 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Essential Partners first reported a position in IMSR in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.88K in Q2 2026. 6 funds tracked by Wall St. Rank hold IMSR as of Q3 2026.

Essential Partners held 279 shares of Terrestrial Energy worth $1.08K as of Q3 2026.
Essential Partners sold 128 Terrestrial Energy shares in Q3 2026, an estimated $665.
Terrestrial Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2159 holding.
Essential Partners first reported a position in Terrestrial Energy in Q2 2026 and has held it in 2 quarters since.
Essential Partners's Terrestrial Energy position peaked at $2.88K in Q2 2026.
6 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.