GCA
URG

Gradient Capital Advisors’s Ur-Energy URG Stock Holding History

Gradient Capital Advisors’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6K Hold
10,000
– – ﹤0.01% 179
2026
Q1 		$14.9K Hold
10,000
– – ﹤0.01% 177
2025
Q4 		$13.9K Hold
10,000
– – ﹤0.01% 174
2025
Q3 		$17.9K Hold
10,000
– – ﹤0.01% 167
2025
Q2 		$10.5K Buy
+10,000
New +$7.98K ﹤0.01% 162

Other funds holding URG

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Gradient Capital Advisors's URG Position: Q2 2026 in Review

Gradient Capital Advisors held its Ur-Energy (URG) position steady in Q2 2026 at 10,000 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Gradient Capital Advisors first reported a position in URG in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.9K in Q3 2025. 12 funds tracked by Wall St. Rank hold URG as of Q2 2026.

  • Gradient Capital Advisors held 10,000 shares of Ur-Energy worth $13.6K as of Q2 2026.
  • Gradient Capital Advisors left its Ur-Energy share count unchanged in Q2 2026.
  • Ur-Energy made up ﹤0.01% of Gradient Capital Advisors's portfolio in Q2 2026, its #179 holding.
  • Gradient Capital Advisors first reported a position in Ur-Energy in Q2 2025 and has held it in 5 quarters since.
  • Gradient Capital Advisors's Ur-Energy position peaked at $17.9K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Ur-Energy as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.