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 Q2	–	Sell	-8,000	Closed	-$397K	–	212
2026 Q1	$397K	Buy	+8,000	New	+$575K	0.06%	124

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LJI Wealth Management's OKLO Position: Q2 2026 in Review

LJI Wealth Management held its Oklo (OKLO) position steady in Q2 2026 at 8,000 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #126.

LJI Wealth Management first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

LJI Wealth Management held 8,000 shares of Oklo worth $419K as of Q2 2026.
LJI Wealth Management left its Oklo share count unchanged in Q2 2026.
Oklo made up 0.06% of LJI Wealth Management's portfolio in Q2 2026, its #126 holding.
LJI Wealth Management first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.