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GoalVest Advisory’s NuScale Power SMR Stock Holding History

GoalVest Advisory’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
Q3 		$3.97K Hold
503
– – ﹤0.01% 596
2026
Q2 		$5.04K Hold
503
– – ﹤0.01% 378
2026
Q1 		$5.45K Hold
503
– – ﹤0.01% 390
2025
Q4 		$7.13K Hold
503
– – ﹤0.01% 445
2025
Q3 		$18.1K Buy
503
+160
+47% +$6.38K ﹤0.01% 303
2025
Q2 		$13.6K Buy
+343
New +$8.61K ﹤0.01% 297

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GoalVest Advisory's SMR Position: Q3 2026 in Review

GoalVest Advisory held its NuScale Power (SMR) position steady in Q3 2026 at 503 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

GoalVest Advisory first reported a position in SMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.1K in Q3 2025. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • GoalVest Advisory held 503 shares of NuScale Power worth $3.97K as of Q3 2026.
  • GoalVest Advisory left its NuScale Power share count unchanged in Q3 2026.
  • NuScale Power made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #596 holding.
  • GoalVest Advisory first reported a position in NuScale Power in Q2 2025 and has held it in 6 quarters since.
  • GoalVest Advisory's NuScale Power position peaked at $18.1K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.