CW
OKLO

CreativeOne Wealth’s Oklo OKLO Stock Holding History

CreativeOne Wealth’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
Q1 		$721K Sell
14,539
-5,907
-29% -$425K 0.02% 682
2025
Q4 		$1.47M Buy
20,446
+4,048
+25% +$451K 0.04% 416
2025
Q3 		$1.83M Buy
16,398
+710
+5% +$55.6K 0.04% 359
2025
Q2 		$878K Buy
15,688
+1,654
+12% +$63.8K 0.02% 572
2025
Q1 		$304K Buy
+14,034
New +$474K 0.01% 870

Other funds holding OKLO

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

CreativeOne Wealth's OKLO Position: Q1 2026 in Review

CreativeOne Wealth reduced its Oklo (OKLO) stake by 29% in Q1 2026, selling an estimated $425K and leaving 14,539 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #682.

CreativeOne Wealth first reported a position in OKLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • CreativeOne Wealth held 14,539 shares of Oklo worth $721K as of Q1 2026.
  • CreativeOne Wealth sold 5,907 Oklo shares in Q1 2026, an estimated $425K.
  • Oklo made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #682 holding.
  • CreativeOne Wealth first reported a position in Oklo in Q1 2025 and has held it in 5 quarters since.
  • CreativeOne Wealth's Oklo position peaked at $1.83M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.