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Turning Point Benefit Group’s NuScale Power SMR Stock Holding History

Turning Point Benefit Group’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 		– Sell
-355
Closed -$5.03K – 678
2025
Q4 		$5.03K Buy
355
+221
+165% +$6.32K ﹤0.01% 300
2025
Q3 		$4.91K Buy
+134
New +$5.34K ﹤0.01% 240

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's SMR Position: Q1 2026 in Review

Turning Point Benefit Group sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 355 shares — an estimated $5.03K sold.

Turning Point Benefit Group first reported a position in SMR in Q3 2025 and held it in 2 quarters. The position peaked at $5.03K in Q4 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Turning Point Benefit Group reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 355 NuScale Power shares in Q1 2026, an estimated $5.03K.
  • Turning Point Benefit Group first reported a position in NuScale Power in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's NuScale Power position peaked at $5.03K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.