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
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 Sell
37,976
-35,970
-49% -$1.39M 0.05% 357
2025
Q1 		$1.6M Buy
73,946
+44,325
+150% +$1.5M 0.02% 541
2024
Q4 		$629K Buy
+29,621
New +$574K 0.02% 531

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Geneos Wealth Management's OKLO Position: Q1 2026 in Review

Geneos Wealth Management increased its Oklo (OKLO) stake by 8.7% in Q1 2026, buying an estimated $123K and bringing the position to 21,232 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #498.

Geneos Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.24M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Geneos Wealth Management held 21,232 shares of Oklo worth $1.05M as of Q1 2026.
  • Geneos Wealth Management bought 1,707 Oklo shares in Q1 2026, an estimated $123K.
  • Oklo made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #498 holding.
  • Geneos Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Oklo position peaked at $4.24M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.