CrossGen Wealth’s Oklo OKLO Stock Holding History

CrossGen 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 Q2	$32.9K	Hold	628	–	–	0.03%	110
2026 Q1	$31.1K	Hold	628	–	–	0.03%	113
2025 Q4	$45.1K	Buy	+628	New	+$70K	0.04%	105

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CrossGen Wealth's OKLO Position: Q2 2026 in Review

CrossGen Wealth held its Oklo (OKLO) position steady in Q2 2026 at 628 shares worth $32.9K. The position accounts for 0.03% of the portfolio, ranked #110.

CrossGen Wealth first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.1K in Q4 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

CrossGen Wealth held 628 shares of Oklo worth $32.9K as of Q2 2026.
CrossGen Wealth left its Oklo share count unchanged in Q2 2026.
Oklo made up 0.03% of CrossGen Wealth's portfolio in Q2 2026, its #110 holding.
CrossGen Wealth first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's Oklo position peaked at $45.1K in Q4 2025.
668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.