GI
OKLO

Gradient Investments’s Oklo OKLO Stock Holding History

Gradient Investments’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 		$1.24M Sell
33,447
-888
-3% -$37.5K 0.02% 303
2026
Q2 		$1.8M Buy
34,335
+9,570
+39% +$597K 0.02% 275
2026
Q1 		$1.23M Buy
+24,765
New +$1.78M 0.02% 287

Other funds holding OKLO

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
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Gradient Investments's OKLO Position: Q3 2026 in Review

Gradient Investments reduced its Oklo (OKLO) stake by 2.6% in Q3 2026, selling an estimated $37.5K and leaving 33,447 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #303.

Gradient Investments first reported a position in OKLO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.8M in Q2 2026. 17 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Gradient Investments held 33,447 shares of Oklo worth $1.24M as of Q3 2026.
  • Gradient Investments sold 888 Oklo shares in Q3 2026, an estimated $37.5K.
  • Oklo made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #303 holding.
  • Gradient Investments first reported a position in Oklo in Q1 2026 and has held it in 3 quarters since.
  • Gradient Investments's Oklo position peaked at $1.8M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.