Retirement Wealth Solutions
OKLO icon

Retirement Wealth Solutions’s Oklo OKLO Stock Holding History

Retirement Wealth Solutions’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 		$1K Buy
27
+8
+42% +$338 ﹤0.01% 738
2026
Q2 		$995 Buy
19
+4
+27% +$250 ﹤0.01% 648
2026
Q1 		$744 Buy
15
+7
+88% +$503 ﹤0.01% 676
2025
Q4 		$575 Buy
+8
New +$892 ﹤0.01% 659

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Retirement Wealth Solutions's OKLO Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Oklo (OKLO) stake by 42% in Q3 2026, buying an estimated $338 and bringing the position to 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Retirement Wealth Solutions first reported a position in OKLO in Q4 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Retirement Wealth Solutions held 27 shares of Oklo worth $1K as of Q3 2026.
  • Retirement Wealth Solutions bought 8 Oklo shares in Q3 2026, an estimated $338.
  • Oklo made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #738 holding.
  • Retirement Wealth Solutions first reported a position in Oklo in Q4 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.