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Arete Wealth Advisors’s Planet Labs PL Stock Holding History

Arete Wealth Advisors’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.98M Sell
106,675
-13,538
-11% -$346K 0.22% 109
2025
Q4 		$2.37M Sell
120,213
-25,550
-18% -$366K 0.14% 150
2025
Q3 		$1.89M Buy
145,763
+450
+0.3% +$3.47K 0.12% 176
2025
Q2 		$886K Sell
145,313
-8,166
-5% -$33.3K 0.06% 278
2025
Q1 		$519K Buy
153,479
+26,625
+21% +$125K 0.04% 379
2024
Q4 		$513K Buy
126,854
+26,960
+27% +$83.7K 0.04% 401
2024
Q3 		$223K Buy
99,894
+40
+0% +$89 0.02% 619
2024
Q2 		$186K Buy
99,854
+964
+1% +$1.85K 0.02% 669
2024
Q1 		$252K Buy
98,890
+788
+0.8% +$1.78K 0.02% 362
2023
Q4 		$242K Sell
98,102
-2,250
-2% -$5.32K 0.02% 607
2023
Q3 		$261K Buy
100,352
+54,487
+119% +$173K 0.05% 378
2023
Q2 		$148K Sell
45,865
-42,919
-48% -$170K 0.01% 615
2023
Q1 		$349K Buy
88,784
+609
+0.7% +$2.73K 0.03% 432
2022
Q4 		$384M Buy
+88,175
New +$456K 0.03% 389

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Arete Wealth Advisors's PL Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Planet Labs (PL) stake by 11% in Q1 2026, selling an estimated $346K and leaving 106,675 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #109.

Arete Wealth Advisors first reported a position in PL in Q4 2022 and has held it in 14 quarters since. The position peaked at $384M in Q4 2022. 419 funds tracked by Wall St. Rank hold PL as of Q1 2026.

  • Arete Wealth Advisors held 106,675 shares of Planet Labs worth $2.98M as of Q1 2026.
  • Arete Wealth Advisors sold 13,538 Planet Labs shares in Q1 2026, an estimated $346K.
  • Planet Labs made up 0.22% of Arete Wealth Advisors's portfolio in Q1 2026, its #109 holding.
  • Arete Wealth Advisors first reported a position in Planet Labs in Q4 2022 and has held it in 14 quarters since.
  • Arete Wealth Advisors's Planet Labs position peaked at $384M in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Planet Labs as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.