Position in SMR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$204,601
+$91,876 QoQ
Shares Held
20,399
+96.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#251
of 518 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $7,679,021 across 20 Specialty Industrial Machinery names. SMR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,356 | $2,767,970 | |
| 2 | ROK |
Rockwell Automation, Inc
|
2,501 | $1,238,195 | |
| 3 | ETN |
Eaton Corp plc
|
2,558 | $1,090,014 | |
| 4 | CMI |
Cummins Inc
|
979 | $698,232 | |
| 5 | DOV |
DOVER Corp
|
2,713 | $608,471 | |
| 6 | NDSN |
Nordson Corp
|
857 | $258,548 | |
| 7 | ITW |
Illinois Tool Works Inc
|
802 | $216,916 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
20,399 | $204,601 |
All Filings in SMR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,601 | 20,399 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $112,725 | 10,399 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $35,410 | 2,499 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,500 | 2,125 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,846 | 350 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,956 | 350 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,275 | 350 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||