GI
SMR icon

GAMMA Investing’s NuScale Power SMR Stock Holding History

GAMMA Investing’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
2026
Q3 		$25.4K Buy
3,221
+1,970
+157% +$17.7K ﹤0.01% 2790
2026
Q2 		$12.5K Buy
1,251
+462
+59% +$5.21K ﹤0.01% 3091
2026
Q1 		$8.55K Buy
789
+14
+2% +$213 ﹤0.01% 3150
2025
Q4 		$11K Sell
775
-65
-8% -$1.86K ﹤0.01% 2934
2025
Q3 		$30.2K Buy
840
+128
+18% +$5.1K ﹤0.01% 2301
2025
Q2 		$28.2K Sell
712
-373
-34% -$9.36K ﹤0.01% 2282
2025
Q1 		$15.4K Buy
1,085
+815
+302% +$16.5K ﹤0.01% 2539
2024
Q4 		$4.84K Buy
270
+80
+42% +$1.65K ﹤0.01% 2929
2024
Q3 		$2.2K Buy
190
+167
+726% +$1.7K ﹤0.01% 3043
2024
Q2 		$269 Buy
+23
New +$164 ﹤0.01% 3287

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GAMMA Investing's SMR Position: Q3 2026 in Review

GAMMA Investing increased its NuScale Power (SMR) stake by 157% in Q3 2026, buying an estimated $17.7K and bringing the position to 3,221 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

GAMMA Investing first reported a position in SMR in Q2 2024 and has held it in 10 quarters since. The position peaked at $30.2K in Q3 2025. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • GAMMA Investing held 3,221 shares of NuScale Power worth $25.4K as of Q3 2026.
  • GAMMA Investing bought 1,970 NuScale Power shares in Q3 2026, an estimated $17.7K.
  • NuScale Power made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2790 holding.
  • GAMMA Investing first reported a position in NuScale Power in Q2 2024 and has held it in 10 quarters since.
  • GAMMA Investing's NuScale Power position peaked at $30.2K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.