AWA
PL icon

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
Q2 		– Sell
-106,675
Closed -$2.98M – 357
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 0.16% 143
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 		$384K Buy
+88,175
New +$456K 0.03% 389

Other funds holding PL

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arete Wealth Advisors's PL Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Planet Labs (PL) in Q2 2026, closing a stake of 106,675 shares — an estimated $2.98M sold.

Arete Wealth Advisors first reported a position in PL in Q4 2022 and held it in 14 quarters. The position peaked at $2.98M in Q1 2026. 484 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Planet Labs position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 106,675 Planet Labs shares in Q2 2026, an estimated $2.98M.
  • Arete Wealth Advisors first reported a position in Planet Labs in Q4 2022 and held it in 14 quarters.
  • Arete Wealth Advisors's Planet Labs position peaked at $2.98M in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.