Position in OKLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,863
+$1,721 QoQ
Shares Held
628
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#495
of 665 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026CrossGen Wealth, LLC holds $32,863 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
|
628 | $32,863 |
All Filings in OKLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,863 | 628 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,142 | 628 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $45,065 | 628 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||