VestGen Advisors’s Oklo OKLO Stock Holding History

VestGen 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	-50,252	Closed	-$5.61M	–	850
2025 Q3	$5.61M	Buy	50,252 +29,427	+141%	+$2.3M	0.19%	119
2025 Q2	$1.17M	Sell	20,825 -14,650	-41%	-$565K	0.05%	308
2025 Q1	$767K	Buy	+35,475	New	+$1.2M	0.03%	337

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

VestGen Advisors's OKLO Position: Q4 2025 in Review

VestGen Advisors sold out of Oklo (OKLO) in Q4 2025, closing a stake of 50,252 shares — an estimated $5.61M sold.

VestGen Advisors first reported a position in OKLO in Q1 2025 and held it in 3 quarters. The position peaked at $5.61M in Q3 2025. 681 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

VestGen Advisors reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
VestGen Advisors sold 50,252 Oklo shares in Q4 2025, an estimated $5.61M.
VestGen Advisors first reported a position in Oklo in Q1 2025 and held it in 3 quarters.
VestGen Advisors's Oklo position peaked at $5.61M in Q3 2025.
681 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.