OWP
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ORG Wealth Partners’s NuScale Power SMR Stock Holding History

ORG Wealth 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
Q1 		$14.9K Hold
1,372
– – ﹤0.01% 457
2025
Q4 		$19.4K Buy
1,372
+672
+96% +$19.2K ﹤0.01% 403
2025
Q3 		$25.2K Hold
700
– – 0.01% 369
2025
Q2 		$25.3K Buy
700
+200
+40% +$5.02K 0.01% 389
2025
Q1 		$7.32K Buy
+500
New +$10.1K ﹤0.01% 565

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VPM
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VCM
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MG
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Geode Capital Management
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