Geneos Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
12,810
-19,071
| -60% | -$2.6M | 0.04% | 396 |
|
|
2025
Q1 | $2.69M | Buy |
31,881
+17,475
| +121% | +$1.47M | 0.04% | 418 |
|
|
2024
Q4 | $1.09M | Buy |
14,406
+196
| +1% | +$14.8K | 0.04% | 403 |
|
|
2024
Q3 | $529K | Buy |
14,210
+418
| +3% | +$15.6K | 0.02% | 550 |
|
|
2024
Q2 | $349K | Buy |
13,792
+1,674
| +14% | +$42.4K | 0.02% | 577 |
|
|
2024
Q1 | $279K | Buy |
12,118
+842
| +7% | +$19.4K | 0.01% | 621 |
|
|
2023
Q4 | $194K | Sell |
11,276
-47,482
| -81% | -$815K | 0.01% | 680 |
|
|
2023
Q3 | $940K | Sell |
58,758
-27,342
| -32% | -$437K | 0.05% | 329 |
|
|
2023
Q2 | $1.32M | Sell |
86,100
-18,312
| -18% | -$281K | 0.07% | 270 |
|
|
2023
Q1 | $882K | Sell |
104,412
-4,479
| -4% | -$37.8K | 0.05% | 320 |
|
|
2022
Q4 | $699K | Buy |
108,891
+2,200
| +2% | +$14.1K | 0.04% | 347 |
|
|
2022
Q3 | $867K | Sell |
106,691
-16,363
| -13% | -$133K | 0.06% | 276 |
|
|
2022
Q2 | $1.14M | Buy |
123,054
+62,543
| +103% | +$579K | 0.06% | 292 |
|
|
2022
Q1 | $830K | Buy |
60,511
+34,285
| +131% | +$470K | 0.04% | 413 |
|
|
2021
Q4 | $477K | Buy |
26,226
+11,071
| +73% | +$201K | 0.02% | 588 |
|
|
2021
Q3 | $368K | Buy |
15,155
+3,422
| +29% | +$83.1K | 0.01% | 657 |
|
|
2021
Q2 | $286K | Sell |
11,733
-5,235
| -31% | -$128K | 0.01% | 712 |
|
|
2021
Q1 | $390K | Buy |
16,968
+1,130
| +7% | +$26K | 0.01% | 696 |
|
|
2020
Q4 | $358K | Buy |
+15,838
| New | +$358K | 0.01% | 632 |
|