Gen-Wealth Partners’s Okta OKTA Stock Holding History

Gen-Wealth Partners’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-182	Closed	-$16.7K	–	715
2025 Q3	$16.7K	Buy	+182	New	+$17K	0.01%	479

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Okta (OKTA) in Q4 2025, closing a stake of 182 shares — an estimated $16.7K sold.

Gen-Wealth Partners first reported a position in OKTA in Q3 2025 and held it in 1 quarter. The position peaked at $16.7K in Q3 2025. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Gen-Wealth Partners reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 182 Okta shares in Q4 2025, an estimated $16.7K.
Gen-Wealth Partners first reported a position in Okta in Q3 2025 and held it in 1 quarter.
Gen-Wealth Partners's Okta position peaked at $16.7K in Q3 2025.
738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

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