TRUE Private Wealth Advisors’s Oklo OKLO Stock Holding History

TRUE Private Wealth Advisors’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 Q4	–	Sell	-2,445	Closed	-$273K	–	278
2025 Q3	$273K	Buy	+2,445	New	+$191K	0.03%	221

Other funds holding OKLO

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUE Private Wealth Advisors's OKLO Position: Q4 2025 in Review

TRUE Private Wealth Advisors sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,445 shares — an estimated $273K sold.

TRUE Private Wealth Advisors first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

TRUE Private Wealth Advisors reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,445 Oklo shares in Q4 2025, an estimated $273K.
TRUE Private Wealth Advisors first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
TRUE Private Wealth Advisors's Oklo position peaked at $273K in Q3 2025.
682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.