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 Q3	$98.2K	Hold	5,989	–	–	0.02%	164
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 $2.69B AUM 42.96% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

GoalVest Advisory's PL Position: Q3 2026 in Review

GoalVest Advisory held its Planet Labs (PL) position steady in Q3 2026 at 5,989 shares worth $98.2K. The position accounts for 0.02% of the portfolio, ranked #164.

GoalVest Advisory first reported a position in PL in Q1 2022 and has held it in 19 quarters since. The position peaked at $198K in Q2 2026. 54 funds tracked by Wall St. Rank hold PL as of Q3 2026.

GoalVest Advisory held 5,989 shares of Planet Labs worth $98.2K as of Q3 2026.
GoalVest Advisory left its Planet Labs share count unchanged in Q3 2026.
Planet Labs made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #164 holding.
GoalVest Advisory first reported a position in Planet Labs in Q1 2022 and has held it in 19 quarters since.
GoalVest Advisory's Planet Labs position peaked at $198K in Q2 2026.
54 funds tracked by Wall St. Rank held Planet Labs as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.