GM
OKLO

GeoWealth Management’s Oklo OKLO Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-13
Closed -$728 – 1265
2025
Q2 		$728 Buy
+13
New +$501 ﹤0.01% 1174
2025
Q1 		– Sell
-12,650
Closed -$269K – 1819
2024
Q4 		$269K Sell
12,650
-1,450
-10% -$28.1K 0.01% 655
2024
Q3 		$114K Buy
14,100
+1,250
+10% +$9.42K ﹤0.01% 868
2024
Q2 		$109K Buy
+12,850
New +$145K ﹤0.01% 768

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's OKLO Position: Q3 2025 in Review

GeoWealth Management sold out of Oklo (OKLO) in Q3 2025, closing a stake of 13 shares — an estimated $728 sold.

GeoWealth Management first reported a position in OKLO in Q2 2024 and held it in 4 quarters. The position peaked at $269K in Q4 2024. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

  • GeoWealth Management reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 13 Oklo shares in Q3 2025, an estimated $728.
  • GeoWealth Management first reported a position in Oklo in Q2 2024 and held it in 4 quarters.
  • GeoWealth Management's Oklo position peaked at $269K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.