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GeoWealth Management’s NuScale Power SMR Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-4
Closed -$158 – 1155
2025
Q2 		$158 Sell
4
-28
-88% -$703 ﹤0.01% 1194
2025
Q1 		$453 Sell
32
-48
-60% -$970 ﹤0.01% 1042
2024
Q4 		$1.44K Buy
+80
New +$1.65K ﹤0.01% 1674

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GeoWealth Management's SMR Position: Q3 2025 in Review

GeoWealth Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 4 shares — an estimated $158 sold.

GeoWealth Management first reported a position in SMR in Q4 2024 and held it in 3 quarters. The position peaked at $1.44K in Q4 2024. 475 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • GeoWealth Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 4 NuScale Power shares in Q3 2025, an estimated $158.
  • GeoWealth Management first reported a position in NuScale Power in Q4 2024 and held it in 3 quarters.
  • GeoWealth Management's NuScale Power position peaked at $1.44K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.