Geneos Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $2.69M | Buy |
|
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|
2024
Q4 | $1.09M | Buy |
|
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|
2024
Q3 | $529K | Buy |
|
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $194K | Sell |
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|
2023
Q3 | $940K | Sell |
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|
2023
Q2 | $1.32M | Sell |
|
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|
2023
Q1 | $882K | Sell |
|
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $867K | Sell |
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|
2022
Q2 | $1.14M | Buy |
|
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $358K | Buy |
|