GeoWealth 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	$158	Sell	4 -28	-88%	-$1.11K	﹤0.01%	1194
2025 Q1	$453	Sell	32 -48	-60%	-$680	﹤0.01%	1042
2024 Q4	$1.44K	Buy	+80	New	+$1.44K	﹤0.01%	1674