WANY
IMSR

Wealthspire Advisors (New York)’s Terrestrial Energy IMSR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$329 – 3018
2025
Q3 		$329 Buy
+20
New +$238 ﹤0.01% 2886

Other funds holding IMSR

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s IMSR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Terrestrial Energy (IMSR) in Q4 2025, closing a stake of 20 shares — an estimated $329 sold.

Wealthspire Advisors (New York) first reported a position in IMSR in Q3 2025 and held it in 1 quarter. The position peaked at $329 in Q3 2025. 82 funds tracked by Wall St. Rank hold IMSR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Terrestrial Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20 Terrestrial Energy shares in Q4 2025, an estimated $329.
  • Wealthspire Advisors (New York) first reported a position in Terrestrial Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Terrestrial Energy position peaked at $329 in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Terrestrial Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.