GWM
OKLO

Gilpin Wealth Management’s Oklo OKLO Stock Holding History

Gilpin 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
Q3 		$11.8K Sell
320
-115
-26% -$4.86K 0.01% 323
2026
Q2 		$22.8K Sell
435
-65
-13% -$4.06K 0.02% 261
2026
Q1 		$24.8K Buy
500
+100
+25% +$7.19K 0.02% 235
2025
Q4 		$28.7K Buy
+400
New +$44.6K 0.02% 216

Other funds holding OKLO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Gilpin Wealth Management's OKLO Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Oklo (OKLO) stake by 26% in Q3 2026, selling an estimated $4.86K and leaving 320 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #323.

Gilpin Wealth Management first reported a position in OKLO in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.7K in Q4 2025. 20 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Gilpin Wealth Management held 320 shares of Oklo worth $11.8K as of Q3 2026.
  • Gilpin Wealth Management sold 115 Oklo shares in Q3 2026, an estimated $4.86K.
  • Oklo made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #323 holding.
  • Gilpin Wealth Management first reported a position in Oklo in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Oklo position peaked at $28.7K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.