LWM
OKLO

LJI Wealth Management’s Oklo OKLO Stock Holding History

LJI 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
Q1 		$397K Buy
+8,000
New +$575K 0.06% 124

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

LJI Wealth Management's OKLO Position: Q1 2026 in Review

LJI Wealth Management opened a new position in Oklo (OKLO) in Q1 2026: 8,000 shares worth $397K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings.

675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • LJI Wealth Management held 8,000 shares of Oklo worth $397K as of Q1 2026.
  • Oklo was a new LJI Wealth Management position in Q1 2026.
  • Oklo made up 0.06% of LJI Wealth Management's portfolio in Q1 2026, its #123 holding.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.