TWM
OKLO

TCFG Wealth Management’s Oklo OKLO Stock Holding History

TCFG 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
Q1 		$293K Sell
5,915
-20,685
-78% -$1.49M 0.11% 195
2025
Q4 		$1.91M Sell
26,600
-4,980
-16% -$555K 0.75% 27
2025
Q3 		$3.53M Buy
31,580
+3,680
+13% +$288K 1.39% 10
2025
Q2 		$1.56M Buy
27,900
+12,570
+82% +$485K 0.71% 31
2025
Q1 		$332K Sell
15,330
-5,870
-28% -$198K 0.17% 155
2024
Q4 		$450K Buy
+21,200
New +$411K 0.23% 110

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

TCFG Wealth Management's OKLO Position: Q1 2026 in Review

TCFG Wealth Management reduced its Oklo (OKLO) stake by 78% in Q1 2026, selling an estimated $1.49M and leaving 5,915 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #195.

TCFG Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.53M in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • TCFG Wealth Management held 5,915 shares of Oklo worth $293K as of Q1 2026.
  • TCFG Wealth Management sold 20,685 Oklo shares in Q1 2026, an estimated $1.49M.
  • Oklo made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #195 holding.
  • TCFG Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • TCFG Wealth Management's Oklo position peaked at $3.53M in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.