GenTrust’s Planet Labs PL Stock Holding History

GenTrust’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
2024 Q4	–	Sell	-25,000	Closed	-$55.8K	–	221
2024 Q3	$55.8K	Hold	25,000	–	–	﹤0.01%	201
2024 Q2	$46.5K	Hold	25,000	–	–	﹤0.01%	180
2024 Q1	$63.8K	Hold	25,000	–	–	﹤0.01%	137
2023 Q4	$61.8K	Hold	25,000	–	–	﹤0.01%	128
2023 Q3	$65K	Buy	+25,000	New	+$79.4K	﹤0.01%	132

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GenTrust's PL Position: Q4 2024 in Review

GenTrust sold out of Planet Labs (PL) in Q4 2024, closing a stake of 25,000 shares — an estimated $55.8K sold.

GenTrust first reported a position in PL in Q3 2023 and held it in 5 quarters. The position peaked at $65K in Q3 2023. 191 funds tracked by Wall St. Rank hold PL as of Q4 2024.

GenTrust reported no remaining Planet Labs position as of Q4 2024 after selling out during the quarter.
GenTrust sold 25,000 Planet Labs shares in Q4 2024, an estimated $55.8K.
GenTrust first reported a position in Planet Labs in Q3 2023 and held it in 5 quarters.
GenTrust's Planet Labs position peaked at $65K in Q3 2023.
191 funds tracked by Wall St. Rank held Planet Labs as of Q4 2024.

Based on GenTrust's 13F filing for Q4 2024, filed 5 Feb 2025.