WCG Wealth Advisors’s Oklo OKLO Stock Holding History

WCG 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
2026 Q2	$1.61M	Buy	30,744 +1,968	+7%	+$123K	0.04%	333
2026 Q1	$1.43M	Buy	+28,776	New	+$2.07M	0.04%	321
2025 Q3	–	Sell	-36,236	Closed	-$2.03M	–	362
2025 Q2	$2.03M	Buy	+36,236	New	+$1.4M	0.13%	158

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WCG Wealth Advisors's OKLO Position: Q2 2026 in Review

WCG Wealth Advisors increased its Oklo (OKLO) stake by 6.8% in Q2 2026, buying an estimated $123K and bringing the position to 30,744 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #333.

WCG Wealth Advisors first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q2 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

WCG Wealth Advisors held 30,744 shares of Oklo worth $1.61M as of Q2 2026.
WCG Wealth Advisors bought 1,968 Oklo shares in Q2 2026, an estimated $123K.
Oklo made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #333 holding.
WCG Wealth Advisors first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
WCG Wealth Advisors's Oklo position peaked at $2.03M in Q2 2025.
668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.