Okta, Inc.

Geneos Wealth Management Inc. OKTA

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/28/2026

Shares

16,462

Value ($000)

1,423

Weight

0.0%

2018 Q1 - 2025 Q4 (32 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/28/2026	1,423	0.0%	16,462	12/31/2025
2025 Q3	10/22/2025	1,708	0.0%	18,623	9/30/2025
2025 Q2	8/18/2025	1,502	0.0%	15,022	6/30/2025
2025 Q1	5/8/2025	1,452	0.0%	13,796	3/31/2025
2024 Q4	1/21/2025	825	0.0%	10,466	12/31/2024
2024 Q3	11/14/2024	312	0.0%	4,198	9/30/2024
2024 Q2	7/23/2024	912	0.0%	9,738	6/30/2024
2024 Q1	5/3/2024	957	0.0%	9,149	3/31/2024
2023 Q4	1/26/2024	248	0.0%	2,737	12/31/2023
2023 Q3	10/11/2023	560	0.0%	6,869	9/30/2023
2023 Q2	8/8/2023	505	0.0%	7,288	6/30/2023
2023 Q1	4/25/2023	596	0.0%	6,910	3/31/2023
2022 Q4	1/31/2023	492	0.0%	7,205	12/31/2022
2022 Q3	11/14/2022	331	0.0%	5,828	9/30/2022
2022 Q2	7/22/2022	490	0.0%	5,107	6/30/2022
2022 Q1	5/16/2022	760	0.0%	5,037	3/31/2022
2021 Q4	2/9/2022	1,712	0.1%	7,640	12/31/2021
2021 Q3	11/9/2021	1,582	0.1%	6,647	9/30/2021
2021 Q2	7/8/2021	1,002	0.0%	4,131	6/30/2021
2021 Q1	6/17/2021	1,107	0.0%	4,106	3/31/2021
2020 Q4	5/19/2021	588	0.0%	2,770	12/31/2020
2020 Q3	9/7/2021	640	0.0%	2,962	9/30/2020
2020 Q2	9/7/2021	604	0.0%	2,972	6/30/2020
2020 Q1	9/7/2021	407	0.0%	3,369	3/31/2020
2019 Q4	9/7/2021	439	0.0%	3,669	12/31/2019
2019 Q3	9/7/2021	340	0.0%	3,509	9/30/2019
2019 Q2	9/7/2021	353	0.0%	2,862	6/30/2019
2019 Q1	9/7/2021	238	0.0%	2,887	3/31/2019
2018 Q4	9/7/2021	166	0.0%	2,707	12/31/2018
2018 Q3	9/7/2021	190	0.0%	2,707	9/30/2018
2018 Q2	9/7/2021	126	0.0%	2,507	6/30/2018
2018 Q1	9/7/2021	72	0.0%	1,815	3/31/2018