Position in OKLO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$73,262
+$16,978 QoQ
Shares Held
1,400
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#462
of 665 holders
Holding Since
Mar 2025
6 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, 2026Copia Wealth Management holds $73,262 across 1 Utilities - Independent Power Producers name. OKLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
1,400 | $73,262 |
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,262 | 1,400 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $56,284 | 1,135 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $84,676 | 1,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $104,597 | 937 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $60,301 | 1,077 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,230 | 473 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||