Spectrum Wealth Counsel’s Oklo OKLO Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$541	Hold	25	–	–	﹤0.01%	349
2024 Q4	$531	Buy	+25	New	+$485	﹤0.01%	349

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

PIC

Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Wealth Counsel's OKLO Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Oklo (OKLO) position steady in Q1 2025 at 25 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Spectrum Wealth Counsel first reported a position in OKLO in Q4 2024 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold OKLO as of Q1 2025.

Spectrum Wealth Counsel held 25 shares of Oklo worth $541 as of Q1 2025.
Spectrum Wealth Counsel left its Oklo share count unchanged in Q1 2025.
Oklo made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #349 holding.
Spectrum Wealth Counsel first reported a position in Oklo in Q4 2024 and has held it in 2 quarters since.
292 funds tracked by Wall St. Rank held Oklo as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.