Triad Wealth Partners
OKLO icon

Triad Wealth Partners’s Oklo OKLO Stock Holding History

Triad Wealth Partners’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 		$773K Buy
20,874
+722
+4% +$30.5K 0.04% 246
2026
Q2 		$831K Buy
20,152
+88
+0.4% +$5.49K 0.05% 226
2026
Q1 		$995K Sell
20,064
-24
-0.1% -$1.72K 0.08% 170
2025
Q4 		$1.44M Sell
20,088
-223
-1% -$24.9K 0.14% 114
2025
Q3 		$2.27M Buy
20,311
+361
+2% +$28.3K 0.29% 64
2025
Q2 		$1.12M Buy
+19,950
New +$769K 0.23% 76

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

Triad Wealth Partners's OKLO Position: Q3 2026 in Review

Triad Wealth Partners increased its Oklo (OKLO) stake by 3.6% in Q3 2026, buying an estimated $30.5K and bringing the position to 20,874 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #246.

Triad Wealth Partners first reported a position in OKLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q3 2025. 359 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Triad Wealth Partners held 20,874 shares of Oklo worth $773K as of Q3 2026.
  • Triad Wealth Partners bought 722 Oklo shares in Q3 2026, an estimated $30.5K.
  • Oklo made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #246 holding.
  • Triad Wealth Partners first reported a position in Oklo in Q2 2025 and has held it in 6 quarters since.
  • Triad Wealth Partners's Oklo position peaked at $2.27M in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.