Mosley Wealth Management
OKLO icon

Mosley Wealth Management’s Oklo OKLO Stock Holding History

Mosley 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 		$24K Sell
800
-125
-14% -$5.28K 0.01% 324
2026
Q2 		$48.4K Sell
925
-3,455
-79% -$216K 0.02% 256
2026
Q1 		$489K Buy
4,380
+55
+1% +$3.95K 0.22% 96
2025
Q4 		$583K Buy
+4,325
New +$482K 0.27% 82

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Mosley Wealth Management reduced its Oklo (OKLO) stake by 14% in Q3 2026, selling an estimated $5.28K and leaving 800 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #324.

Mosley Wealth Management first reported a position in OKLO in Q4 2025 and has held it in 4 quarters since. The position peaked at $583K in Q4 2025. 307 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Mosley Wealth Management held 800 shares of Oklo worth $24K as of Q3 2026.
  • Mosley Wealth Management sold 125 Oklo shares in Q3 2026, an estimated $5.28K.
  • Oklo made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #324 holding.
  • Mosley Wealth Management first reported a position in Oklo in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's Oklo position peaked at $583K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.