Position in OKLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$14,338
+$751 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#541
of 665 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GoalVest Advisory LLC holds $26,235 across 2 Utilities - Independent Power Producers names. OKLO ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
274 | $14,338 | |
| 2 | VST |
Vistra Corp.
|
75 | $11,897 |
All Filings in OKLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,338 | 274 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $13,587 | 274 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,662 | 274 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $30,586 | 274 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,421 | 204 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||