NWMP
OKLO

Noble Wealth Management PBC’s Oklo OKLO Stock Holding History

Noble Wealth Management PBC’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 		$14.8K Hold
400
– – 0.01% 437
2026
Q2 		$20.9K Sell
400
-200
-33% -$12.5K 0.01% 392
2026
Q1 		$29.8K Sell
600
-225
-27% -$16.2K 0.02% 325
2025
Q4 		$59.2K Sell
825
-2,575
-76% -$287K 0.03% 251
2025
Q3 		$380K Buy
+3,400
New +$266K 0.2% 102
2025
Q1 		$104K Buy
+4,800
New +$162K 0.07% 166

Other funds holding OKLO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Noble Wealth Management PBC's OKLO Position: Q3 2026 in Review

Noble Wealth Management PBC held its Oklo (OKLO) position steady in Q3 2026 at 400 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #437.

Noble Wealth Management PBC first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q3 2025. 20 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Noble Wealth Management PBC held 400 shares of Oklo worth $14.8K as of Q3 2026.
  • Noble Wealth Management PBC left its Oklo share count unchanged in Q3 2026.
  • Oklo made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #437 holding.
  • Noble Wealth Management PBC first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Oklo position peaked at $380K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.