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Avion Wealth’s Planet Labs PL Stock Holding History

Avion Wealth’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
Q3 		$2K Hold
147
– – ﹤0.01% 1081
2026
Q2 		$4K Hold
147
– – ﹤0.01% 872
2026
Q1 		$4K Hold
147
– – ﹤0.01% 721
2025
Q4 		$2K Hold
147
– – ﹤0.01% 910
2025
Q3 		$1K Hold
147
– – ﹤0.01% 1080
2025
Q2 		$0 Buy
+147
New +$600 ﹤0.01% 1504

Other funds holding PL

Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Avion Wealth's PL Position: Q3 2026 in Review

Avion Wealth held its Planet Labs (PL) position steady in Q3 2026 at 147 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Avion Wealth first reported a position in PL in Q2 2025 and has held it in 6 quarters since. The position peaked at $4K in Q2 2026. 209 funds tracked by Wall St. Rank hold PL as of Q3 2026.

  • Avion Wealth held 147 shares of Planet Labs worth $2K as of Q3 2026.
  • Avion Wealth left its Planet Labs share count unchanged in Q3 2026.
  • Planet Labs made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1081 holding.
  • Avion Wealth first reported a position in Planet Labs in Q2 2025 and has held it in 6 quarters since.
  • Avion Wealth's Planet Labs position peaked at $4K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held Planet Labs as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.