Physician Wealth Advisors’s Planet Labs PL Stock Holding History

Physician Wealth Advisors’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	$476	Buy	29 +15	+107%	+$321	﹤0.01%	2284
2026 Q2	$464	Sell	14 -34	-71%	-$1.26K	﹤0.01%	2167
2026 Q1	$1.34K	Buy	+48	New	+$1.23K	﹤0.01%	1523

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

Physician Wealth Advisors's PL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Planet Labs (PL) stake by 107% in Q3 2026, buying an estimated $321 and bringing the position to 29 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Physician Wealth Advisors first reported a position in PL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.34K in Q1 2026. 54 funds tracked by Wall St. Rank hold PL as of Q3 2026.

Physician Wealth Advisors held 29 shares of Planet Labs worth $476 as of Q3 2026.
Physician Wealth Advisors bought 15 Planet Labs shares in Q3 2026, an estimated $321.
Planet Labs made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2284 holding.
Physician Wealth Advisors first reported a position in Planet Labs in Q1 2026 and has held it in 3 quarters since.
Physician Wealth Advisors's Planet Labs position peaked at $1.34K in Q1 2026.
54 funds tracked by Wall St. Rank held Planet Labs as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.