Position in OKLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,183,756
+$130,862 QoQ
Shares Held
22,621
+6.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#191
of 665 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $2,393,400 across 5 Utilities - Independent Power Producers names. OKLO ranks #1 (49.5% of the industry book) .
All Filings in OKLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,756 | 22,621 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,052,894 | 21,232 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,401,114 | 19,525 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,238,814 | 37,972 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,126,276 | 37,976 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $799,725 | 36,973 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $628,853 | 29,621 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||