BWP
OKLO

Balboa Wealth Partners’s Oklo OKLO Stock Holding History

Balboa Wealth Partners’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
2025
Q3 		– Sell
-11,828
Closed -$662K – 432
2025
Q2 		$662K Sell
11,828
-7,132
-38% -$275K 0.13% 127
2025
Q1 		$410K Sell
18,960
-6,840
-27% -$231K 0.1% 151
2024
Q4 		$548K Buy
+25,800
New +$500K 0.13% 138

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balboa Wealth Partners's OKLO Position: Q3 2025 in Review

Balboa Wealth Partners sold out of Oklo (OKLO) in Q3 2025, closing a stake of 11,828 shares — an estimated $662K sold.

Balboa Wealth Partners first reported a position in OKLO in Q4 2024 and held it in 3 quarters. The position peaked at $662K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

  • Balboa Wealth Partners reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 11,828 Oklo shares in Q3 2025, an estimated $662K.
  • Balboa Wealth Partners first reported a position in Oklo in Q4 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's Oklo position peaked at $662K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Balboa Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.