GA
OKLO

GoalVest Advisory’s Oklo OKLO Stock Holding History

GoalVest Advisory’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 		$10.1K Hold
274
– – ﹤0.01% 444
2026
Q2 		$14.3K Hold
274
– – ﹤0.01% 332
2026
Q1 		$13.6K Hold
274
– – ﹤0.01% 356
2025
Q4 		$19.7K Hold
274
– – ﹤0.01% 358
2025
Q3 		$30.6K Buy
274
+70
+34% +$5.48K 0.01% 264
2025
Q2 		$11.4K Buy
+204
New +$7.87K ﹤0.01% 300

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

GoalVest Advisory's OKLO Position: Q3 2026 in Review

GoalVest Advisory held its Oklo (OKLO) position steady in Q3 2026 at 274 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

GoalVest Advisory first reported a position in OKLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $30.6K in Q3 2025. 17 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • GoalVest Advisory held 274 shares of Oklo worth $10.1K as of Q3 2026.
  • GoalVest Advisory left its Oklo share count unchanged in Q3 2026.
  • Oklo made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #444 holding.
  • GoalVest Advisory first reported a position in Oklo in Q2 2025 and has held it in 6 quarters since.
  • GoalVest Advisory's Oklo position peaked at $30.6K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.