GenTrust’s Oklo OKLO Stock Holding History

GenTrust’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	$599K	Buy	11,445 +328	+3%	+$20.5K	0.02%	129
2026 Q1	$551K	Sell	11,117 -376	-3%	-$27K	0.02%	148
2025 Q4	$825K	Buy	+11,493	New	+$1.28M	0.04%	126

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GenTrust's OKLO Position: Q2 2026 in Review

GenTrust increased its Oklo (OKLO) stake by 3% in Q2 2026, buying an estimated $20.5K and bringing the position to 11,445 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #129.

GenTrust first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $825K in Q4 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

GenTrust held 11,445 shares of Oklo worth $599K as of Q2 2026.
GenTrust bought 328 Oklo shares in Q2 2026, an estimated $20.5K.
Oklo made up 0.02% of GenTrust's portfolio in Q2 2026, its #129 holding.
GenTrust first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
GenTrust's Oklo position peaked at $825K in Q4 2025.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.