EWP
OKLO

Elevation Wealth Partners’s Oklo OKLO Stock Holding History

Elevation 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
2026
Q3 		$27.6K Buy
745
+74
+11% +$3.13K 0.01% 572
2026
Q2 		$35.1K Sell
671
-33
-5% -$2.06K 0.01% 402
2026
Q1 		$34.9K Buy
+704
New +$50.6K 0.01% 288

Other funds holding OKLO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's OKLO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Oklo (OKLO) stake by 11% in Q3 2026, buying an estimated $3.13K and bringing the position to 745 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #572.

Elevation Wealth Partners first reported a position in OKLO in Q1 2026 and has held it in 3 quarters since. The position peaked at $35.1K in Q2 2026. 17 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Elevation Wealth Partners held 745 shares of Oklo worth $27.6K as of Q3 2026.
  • Elevation Wealth Partners bought 74 Oklo shares in Q3 2026, an estimated $3.13K.
  • Oklo made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #572 holding.
  • Elevation Wealth Partners first reported a position in Oklo in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Oklo position peaked at $35.1K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.