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Gen-Wealth Partners’s NuScale Power SMR Stock Holding History

Gen-Wealth Partners’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
Q2 		$632 Sell
63
-20
-24% -$226 ﹤0.01% 685
2026
Q1 		$900 Hold
83
– – ﹤0.01% 673
2025
Q4 		$1.18K Buy
83
+68
+453% +$1.95K ﹤0.01% 637
2025
Q3 		$540 Hold
15
– – ﹤0.01% 652
2025
Q2 		$593 Hold
15
– – ﹤0.01% 610
2025
Q1 		$212 Hold
15
– – ﹤0.01% 604
2024
Q4 		$269 Buy
+15
New +$309 ﹤0.01% 636

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Gen-Wealth Partners's SMR Position: Q2 2026 in Review

Gen-Wealth Partners reduced its NuScale Power (SMR) stake by 24% in Q2 2026, selling an estimated $226 and leaving 63 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Gen-Wealth Partners first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Gen-Wealth Partners held 63 shares of NuScale Power worth $632 as of Q2 2026.
  • Gen-Wealth Partners sold 20 NuScale Power shares in Q2 2026, an estimated $226.
  • NuScale Power made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #685 holding.
  • Gen-Wealth Partners first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Gen-Wealth Partners's NuScale Power position peaked at $1.18K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.