Ethos Financial Group’s Planet Labs PL Stock Holding History

Ethos Financial Group’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
2025 Q1	–	Sell	-3,500	Closed	-$14.1K	–	490
2024 Q4	$14.1K	Buy	+3,500	New	+$10.9K	﹤0.01%	372

Other funds holding PL

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ethos Financial Group's PL Position: Q1 2025 in Review

Ethos Financial Group sold out of Planet Labs (PL) in Q1 2025, closing a stake of 3,500 shares — an estimated $14.1K sold.

Ethos Financial Group first reported a position in PL in Q4 2024 and held it in 1 quarter. The position peaked at $14.1K in Q4 2024. 214 funds tracked by Wall St. Rank hold PL as of Q1 2025.

Ethos Financial Group reported no remaining Planet Labs position as of Q1 2025 after selling out during the quarter.
Ethos Financial Group sold 3,500 Planet Labs shares in Q1 2025, an estimated $14.1K.
Ethos Financial Group first reported a position in Planet Labs in Q4 2024 and held it in 1 quarter.
Ethos Financial Group's Planet Labs position peaked at $14.1K in Q4 2024.
214 funds tracked by Wall St. Rank held Planet Labs as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.