Meriwether Wealth & Planning
OKLO icon

Meriwether Wealth & Planning’s Oklo OKLO Stock Holding History

Meriwether Wealth & Planning’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 		$141K Sell
3,810
-770
-17% -$32.5K 0.06% 145
2026
Q2 		$240K Buy
4,580
+20
+0.4% +$1.25K 0.12% 110
2026
Q1 		$226K Buy
4,560
+15
+0.3% +$1.08K 0.12% 112
2025
Q4 		$326K Buy
4,545
+120
+3% +$13.4K 0.18% 79
2025
Q3 		$494K Buy
4,425
+310
+8% +$24.3K 0.29% 63
2025
Q2 		$230K Buy
+4,115
New +$159K 0.14% 109

Other funds holding OKLO

Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Meriwether Wealth & Planning's OKLO Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Oklo (OKLO) stake by 17% in Q3 2026, selling an estimated $32.5K and leaving 3,810 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #145.

Meriwether Wealth & Planning first reported a position in OKLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $494K in Q3 2025. 125 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Meriwether Wealth & Planning held 3,810 shares of Oklo worth $141K as of Q3 2026.
  • Meriwether Wealth & Planning sold 770 Oklo shares in Q3 2026, an estimated $32.5K.
  • Oklo made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #145 holding.
  • Meriwether Wealth & Planning first reported a position in Oklo in Q2 2025 and has held it in 6 quarters since.
  • Meriwether Wealth & Planning's Oklo position peaked at $494K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.