TWP
OKLO

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
Q1 		$995K Sell
20,064
-24
-0.1% -$1.73K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Triad Wealth Partners's OKLO Position: Q1 2026 in Review

Triad Wealth Partners reduced its Oklo (OKLO) stake by 0.12% in Q1 2026, selling an estimated $1.73K and leaving 20,064 shares worth $995K. The position accounts for 0.08% of the portfolio, ranked #170.

Triad Wealth Partners first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.27M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Triad Wealth Partners held 20,064 shares of Oklo worth $995K as of Q1 2026.
  • Triad Wealth Partners sold 24 Oklo shares in Q1 2026, an estimated $1.73K.
  • Oklo made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #170 holding.
  • Triad Wealth Partners first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Oklo position peaked at $2.27M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.