GRP
SMR icon

Global Retirement Partners’s NuScale Power SMR Stock Holding History

Global Retirement 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 		$345K Buy
+34,399
New +$388K 0.01% 1227
2025
Q4 		$427K Buy
30,127
+13,003
+76% +$372K 0.01% 1036
2025
Q3 		$616K Buy
17,124
+6,043
+55% +$241K 0.01% 696
2025
Q2 		$438K Buy
+11,081
New +$278K 0.01% 774
2024
Q4 		$88.4K Buy
4,932
+1,852
+60% +$38.2K ﹤0.01% 1341
2024
Q3 		$35.7K Sell
3,080
-3,810
-55% -$38.9K ﹤0.01% 1721
2024
Q2 		$80.5K Hold
6,890
– – ﹤0.01% 1304
2024
Q1 		$36.6K Sell
6,890
-795
-10% -$2.85K ﹤0.01% 1543
2023
Q4 		$16.7K Buy
+7,685
New +$27.3K ﹤0.01% 1843

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

Global Retirement Partners's SMR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NuScale Power (SMR) in Q2 2026: 34,399 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMR as recently as Q4 2025.

Global Retirement Partners first reported a position in SMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $616K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Global Retirement Partners held 34,399 shares of NuScale Power worth $345K as of Q2 2026.
  • NuScale Power was a new Global Retirement Partners position in Q2 2026.
  • NuScale Power made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1227 holding.
  • Global Retirement Partners first reported a position in NuScale Power in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's NuScale Power position peaked at $616K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.