GWM
OKLO

Geneos Wealth Management’s Oklo OKLO Stock Holding History

Geneos Wealth Management’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 		$1.18M Buy
22,621
+1,389
+7% +$86.7K 0.02% 503
2026
Q1 		$1.05M Buy
21,232
+1,707
+9% +$123K 0.02% 498
2025
Q4 		$1.4M Sell
19,525
-18,447
-49% -$2.06M 0.03% 421
2025
Q3 		$4.24M Sell
37,972
-4
-0% -$313 0.11% 227
2025
Q2 		$2.13M Buy
37,976
+1,003
+3% +$38.7K 0.05% 357
2025
Q1 		$800K Buy
36,973
+7,352
+25% +$248K 0.03% 503
2024
Q4 		$629K Buy
+29,621
New +$574K 0.02% 531

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Geneos Wealth Management's OKLO Position: Q2 2026 in Review

Geneos Wealth Management increased its Oklo (OKLO) stake by 6.5% in Q2 2026, buying an estimated $86.7K and bringing the position to 22,621 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #503.

Geneos Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q3 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Geneos Wealth Management held 22,621 shares of Oklo worth $1.18M as of Q2 2026.
  • Geneos Wealth Management bought 1,389 Oklo shares in Q2 2026, an estimated $86.7K.
  • Oklo made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Geneos Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Oklo position peaked at $4.24M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.