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Geneos Wealth Management’s NuScale Power SMR Stock Holding History

Geneos Wealth Management’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 		$219K Buy
21,820
+372
+2% +$4.2K ﹤0.01% 958
2026
Q1 		$232K Buy
21,448
+1,846
+9% +$28.1K 0.01% 918
2025
Q4 		$278K Buy
19,602
+13,912
+244% +$398K 0.01% 824
2025
Q3 		$205K Buy
5,690
+1,570
+38% +$62.6K 0.01% 893
2025
Q2 		$163K Sell
4,120
-120
-3% -$3.01K ﹤0.01% 1065
2025
Q1 		$60K Buy
+4,240
New +$85.7K ﹤0.01% 1393

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 $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's SMR Position: Q2 2026 in Review

Geneos Wealth Management increased its NuScale Power (SMR) stake by 1.7% in Q2 2026, buying an estimated $4.2K and bringing the position to 21,820 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Geneos Wealth Management first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $278K in Q4 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Geneos Wealth Management held 21,820 shares of NuScale Power worth $219K as of Q2 2026.
  • Geneos Wealth Management bought 372 NuScale Power shares in Q2 2026, an estimated $4.2K.
  • NuScale Power made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #958 holding.
  • Geneos Wealth Management first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Geneos Wealth Management's NuScale Power position peaked at $278K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.