AssetMark Inc
OKLO

AssetMark Inc’s Oklo OKLO Stock Holding History

AssetMark Inc’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17K Buy
118
+95
+413% +$5.93K ﹤0.01% 2621
2026
Q1 		$1.14K Sell
23
-4
-15% -$288 ﹤0.01% 3013
2025
Q4 		$1.94K Buy
27
+16
+145% +$1.78K ﹤0.01% 2781
2025
Q3 		$1.23K Sell
11
-9
-45% -$705 ﹤0.01% 2740
2025
Q2 		$1.12K Buy
+20
New +$771 ﹤0.01% 2583

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's OKLO Position: Q2 2026 in Review

AssetMark Inc increased its Oklo (OKLO) stake by 413% in Q2 2026, buying an estimated $5.93K and bringing the position to 118 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

AssetMark Inc first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • AssetMark Inc held 118 shares of Oklo worth $6.17K as of Q2 2026.
  • AssetMark Inc bought 95 Oklo shares in Q2 2026, an estimated $5.93K.
  • Oklo made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2621 holding.
  • AssetMark Inc first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.