Gen-Wealth Partners’s Oklo OKLO Stock Holding History

Gen-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 Q4	–	Sell	-50	Closed	-$5.58K	–	733
2025 Q3	$5.58K	Buy	+50	New	+$3.92K	﹤0.01%	563

Other funds holding OKLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gen-Wealth Partners's OKLO Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Oklo (OKLO) in Q4 2025, closing a stake of 50 shares — an estimated $5.58K sold.

Gen-Wealth Partners first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $5.58K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Gen-Wealth Partners reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 50 Oklo shares in Q4 2025, an estimated $5.58K.
Gen-Wealth Partners first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Gen-Wealth Partners's Oklo position peaked at $5.58K in Q3 2025.
683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.