LeConte Wealth Management
OKLO icon

LeConte Wealth Management’s Oklo OKLO Stock Holding History

LeConte 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 		$270K Buy
7,298
+1,701
+30% +$71.8K 0.14% 132
2026
Q2 		$293K Buy
5,597
+702
+14% +$43.8K 0.16% 107
2026
Q1 		$243K Buy
+4,895
New +$352K 0.16% 114
2025
Q4 		– Sell
-2,681
Closed -$299K – 148
2025
Q3 		$299K Buy
+2,681
New +$210K 0.2% 77

Other funds holding OKLO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

LeConte Wealth Management increased its Oklo (OKLO) stake by 30% in Q3 2026, buying an estimated $71.8K and bringing the position to 7,298 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #132.

LeConte Wealth Management first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $299K in Q3 2025. 420 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • LeConte Wealth Management held 7,298 shares of Oklo worth $270K as of Q3 2026.
  • LeConte Wealth Management bought 1,701 Oklo shares in Q3 2026, an estimated $71.8K.
  • Oklo made up 0.14% of LeConte Wealth Management's portfolio in Q3 2026, its #132 holding.
  • LeConte Wealth Management first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Oklo position peaked at $299K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.