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Golden State Wealth Management’s NuScale Power SMR Stock Holding History

Golden State Wealth 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
2026
Q2 		$205K Buy
20,399
+10,000
+96% +$113K 0.02% 415
2026
Q1 		$113K Buy
10,399
+7,900
+316% +$120K 0.01% 490
2025
Q4 		$35.4K Buy
2,499
+374
+18% +$10.7K ﹤0.01% 776
2025
Q3 		$76.5K Buy
2,125
+1,775
+507% +$70.7K 0.01% 564
2025
Q2 		$13.8K Hold
350
– – ﹤0.01% 980
2025
Q1 		$4.96K Hold
350
– – ﹤0.01% 1170
2024
Q4 		$6.28K Buy
+350
New +$7.22K ﹤0.01% 1072

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

Golden State Wealth Management's SMR Position: Q2 2026 in Review

Golden State Wealth Management increased its NuScale Power (SMR) stake by 96% in Q2 2026, buying an estimated $113K and bringing the position to 20,399 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #415.

Golden State Wealth Management first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Golden State Wealth Management held 20,399 shares of NuScale Power worth $205K as of Q2 2026.
  • Golden State Wealth Management bought 10,000 NuScale Power shares in Q2 2026, an estimated $113K.
  • NuScale Power made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Golden State Wealth Management first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.