Wealth Effects’s Oklo OKLO Stock Holding History

Wealth Effects’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	-7,500	Closed	-$837K	–	231
2025 Q3	$837K	Buy	7,500 +790	+12%	+$61.9K	0.27%	67
2025 Q2	$376K	Buy	+6,710	New	+$259K	0.14%	120

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 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 $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Effects's OKLO Position: Q4 2025 in Review

Wealth Effects sold out of Oklo (OKLO) in Q4 2025, closing a stake of 7,500 shares — an estimated $837K sold.

Wealth Effects first reported a position in OKLO in Q2 2025 and held it in 2 quarters. The position peaked at $837K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Wealth Effects reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Wealth Effects sold 7,500 Oklo shares in Q4 2025, an estimated $837K.
Wealth Effects first reported a position in Oklo in Q2 2025 and held it in 2 quarters.
Wealth Effects's Oklo position peaked at $837K in Q3 2025.
683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Wealth Effects's 13F filing for Q4 2025, filed 26 Jan 2026.