OKLO — OKLO INC

Ownership history in WEALTH EFFECTS LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in OKLO INC (OKLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2025 Q3)
Avg. % of fund
0.2%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,500 +790 +11.8% 0.27% $837K $111.63
2025 Q2 INITIATED 6,710 — — 0.14% $376K $55.99
% of Fund (quarterly)    OKLO price (monthly, adj. close)

Other funds also holding OKLO

As of 2025 Q4 — sorted by position size

PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 13.44% Firsthand Capital Management, Inc. 3Y 7Y 4.0% DG Capital Management, LLC 3Y 7Y 3.51% FFG Partners, LLC 1.94% REX Advisers, LLC 1.67% CARDIFF PARK ADVISORS, LLC 3Y 1.32% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 1.14% Legacy Bridge, LLC 3Y 7Y 1.11% MCGUIRE CAPITAL ADVISORS INC 1.0% STRATEGIC PLANNING GROUP, LLC 0.91%
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