GWM
PLTR icon

Geneos Wealth Management’s Palantir PLTR Stock Holding History

Geneos Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
16,856
+5,125
+44% +$699K 0.04% 381
2026
Q1 		$1.72M Sell
11,731
-3,812
-25% -$583K 0.04% 383
2025
Q4 		$2.76M Buy
15,543
+2,870
+23% +$520K 0.07% 303
2025
Q3 		$2.31M Sell
12,673
-137
-1% -$22.2K 0.06% 324
2025
Q2 		$1.75M Sell
12,810
-1,598
-11% -$187K 0.04% 396
2025
Q1 		$1.22M Buy
14,408
+2
+0% +$176 0.04% 412
2024
Q4 		$1.09M Buy
14,406
+196
+1% +$11.4K 0.04% 403
2024
Q3 		$529K Buy
14,210
+418
+3% +$12.8K 0.02% 550
2024
Q2 		$349K Buy
13,792
+1,674
+14% +$37.7K 0.02% 577
2024
Q1 		$279K Buy
12,118
+842
+7% +$17.9K 0.01% 621
2023
Q4 		$194K Sell
11,276
-47,482
-81% -$846K 0.01% 680
2023
Q3 		$940K Sell
58,758
-27,342
-32% -$435K 0.05% 329
2023
Q2 		$1.32M Sell
86,100
-18,312
-18% -$208K 0.07% 270
2023
Q1 		$882K Sell
104,412
-4,479
-4% -$35.1K 0.05% 320
2022
Q4 		$699K Buy
108,891
+2,200
+2% +$16.7K 0.04% 347
2022
Q3 		$867K Sell
106,691
-16,363
-13% -$146K 0.06% 276
2022
Q2 		$1.14M Buy
123,054
+62,543
+103% +$618K 0.06% 292
2022
Q1 		$830K Buy
60,511
+34,285
+131% +$457K 0.04% 413
2021
Q4 		$477K Buy
26,226
+11,071
+73% +$244K 0.02% 588
2021
Q3 		$368K Buy
15,155
+3,422
+29% +$83.5K 0.01% 657
2021
Q2 		$286K Sell
11,733
-5,235
-31% -$121K 0.01% 712
2021
Q1 		$390K Buy
16,968
+1,130
+7% +$31K 0.01% 696
2020
Q4 		$358K Buy
+15,838
New +$283K 0.01% 632

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's PLTR Position: Q2 2026 in Review

Geneos Wealth Management increased its Palantir (PLTR) stake by 44% in Q2 2026, buying an estimated $699K and bringing the position to 16,856 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #381.

Geneos Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q4 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Geneos Wealth Management held 16,856 shares of Palantir worth $1.97M as of Q2 2026.
  • Geneos Wealth Management bought 5,125 Palantir shares in Q2 2026, an estimated $699K.
  • Palantir made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Geneos Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Palantir position peaked at $2.76M in Q4 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.