CPG
OKLO

Cornerstone Planning Group’s Oklo OKLO Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-11
Closed -$967 – 1857
2025
Q3 		$967 Sell
11
-210
-95% -$16.4K ﹤0.01% 1318
2025
Q2 		$18.6K Hold
221
– – ﹤0.01% 436
2025
Q1 		$5.17K Sell
221
-2
-0.9% -$68 ﹤0.01% 724
2024
Q4 		$6.94K Buy
+223
New +$4.32K ﹤0.01% 511

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Planning Group's OKLO Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Oklo (OKLO) in Q4 2025, closing a stake of 11 shares — an estimated $967 sold.

Cornerstone Planning Group first reported a position in OKLO in Q4 2024 and held it in 4 quarters. The position peaked at $18.6K in Q2 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 Oklo shares in Q4 2025, an estimated $967.
  • Cornerstone Planning Group first reported a position in Oklo in Q4 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Oklo position peaked at $18.6K in Q2 2025.
  • 683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.