GKWIM
OKLO

Gerber Kawasaki Wealth & Investment Management’s Oklo OKLO Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$443K Buy
8,464
+1,576
+23% +$98.4K 0.01% 247
2026
Q1 		$342K Buy
6,888
+618
+10% +$44.4K 0.01% 266
2025
Q4 		$450K Buy
6,270
+2,706
+76% +$302K 0.02% 236
2025
Q3 		$398K Sell
3,564
-38
-1% -$2.98K 0.01% 240
2025
Q2 		$202K Buy
+3,602
New +$139K 0.01% 305

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $358M AUM 26.37% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's OKLO Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Oklo (OKLO) stake by 23% in Q2 2026, buying an estimated $98.4K and bringing the position to 8,464 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #247.

Gerber Kawasaki Wealth & Investment Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $450K in Q4 2025. 476 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,464 shares of Oklo worth $443K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,576 Oklo shares in Q2 2026, an estimated $98.4K.
  • Oklo made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #247 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Oklo position peaked at $450K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.