Position in SMR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$218,854
-$13,642 QoQ
Shares Held
21,820
+1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 514 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $30,277,203 across 22 Specialty Industrial Machinery names. SMR ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,023 | $7,630,678 | |
| 2 | EMR |
Emerson Electric Co
|
46,386 | $6,640,155 | |
| 3 | CMI |
Cummins Inc
|
7,915 | $5,645,057 | |
| 4 | GEV |
GE Vernova Inc.
|
4,460 | $5,239,875 | |
| 5 | ETN |
Eaton Corp plc
|
4,981 | $2,122,503 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,152 | $1,126,794 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,092 | $1,106,763 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
21,820 | $218,854 |
All Filings in SMR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,854 | 21,820 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $232,496 | 21,448 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $277,760 | 19,602 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $204,840 | 5,690 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $162,987 | 4,120 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $62,870 | 4,440 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||