GoalVest Advisory’s Planet Labs PL Stock Holding History

GoalVest Advisory’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
2026 Q2	$198K	Hold	5,989	–	–	0.04%	123
2026 Q1	$167K	Hold	5,989	–	–	0.03%	152
2025 Q4	$118K	Hold	5,989	–	–	0.02%	175
2025 Q3	$77.7K	Hold	5,989	–	–	0.02%	186
2025 Q2	$36.5K	Hold	5,989	–	–	0.01%	229
2025 Q1	$20.2K	Hold	5,989	–	–	0.01%	239
2024 Q4	$24.2K	Sell	5,989 -2,000	-25%	-$6.21K	0.01%	232
2024 Q3	$17.8K	Hold	7,989	–	–	0.01%	274
2024 Q2	$14.9K	Hold	7,989	–	–	﹤0.01%	253
2024 Q1	$20.4K	Hold	7,989	–	–	0.01%	266
2023 Q4	$19.7K	Hold	7,989	–	–	0.01%	208
2023 Q3	$20.8K	Hold	7,989	–	–	0.01%	215
2023 Q2	$25.7K	Hold	7,989	–	–	0.01%	177
2023 Q1	$31.4K	Hold	7,989	–	–	0.02%	141
2022 Q4	$34.8K	Hold	7,989	–	–	0.02%	125
2022 Q3	$43K	Hold	7,989	–	–	0.03%	120
2022 Q2	$37K	Hold	7,989	–	–	0.02%	181
2022 Q1	$41K	Buy	+7,989	New	+$44.1K	0.02%	163

Other funds holding PL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CPM

Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

GoalVest Advisory's PL Position: Q2 2026 in Review

GoalVest Advisory held its Planet Labs (PL) position steady in Q2 2026 at 5,989 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #123.

GoalVest Advisory first reported a position in PL in Q1 2022 and has held it in 18 quarters since. 38 funds tracked by Wall St. Rank hold PL as of Q2 2026.

GoalVest Advisory held 5,989 shares of Planet Labs worth $198K as of Q2 2026.
GoalVest Advisory left its Planet Labs share count unchanged in Q2 2026.
Planet Labs made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #123 holding.
GoalVest Advisory first reported a position in Planet Labs in Q1 2022 and has held it in 18 quarters since.
38 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.