Geneos Wealth Management’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
4,120
-4,560
-53% -$180K ﹤0.01% 1065
2025
Q1
$123K Buy
+8,680
New +$123K ﹤0.01% 1448