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TriaGen Wealth Management’s Palantir PLTR Stock Holding History

TriaGen Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,559
Closed -$4.01M – 196
2025
Q4 		$4.01M Buy
22,559
+12,593
+126% +$2.28M 1.04% 16
2025
Q3 		$1.82M Buy
9,966
+3
+0% +$486 0.47% 66
2025
Q2 		$1.36M Sell
9,963
-23,296
-70% -$2.73M 0.41% 68
2025
Q1 		$2.81M Buy
33,259
+22,120
+199% +$1.94M 0.99% 20
2024
Q4 		$842K Sell
11,139
-3,044
-21% -$177K 0.28% 75
2024
Q3 		$528K Buy
14,183
+156
+1% +$4.79K 0.18% 105
2024
Q2 		$355K Buy
14,027
+40
+0.3% +$901 0.14% 123
2024
Q1 		$322K Sell
13,987
-193
-1% -$4.11K 0.13% 128
2023
Q4 		$243K Buy
14,180
+3,508
+33% +$62.5K 0.12% 142
2023
Q3 		$171K Buy
10,672
+18
+0.2% +$287 0.09% 148
2023
Q2 		$163K Buy
+10,654
New +$121K 0.07% 162

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TriaGen Wealth Management's PLTR Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Palantir (PLTR) in Q1 2026, closing a stake of 22,559 shares — an estimated $4.01M sold.

TriaGen Wealth Management first reported a position in PLTR in Q2 2023 and held it in 11 quarters. The position peaked at $4.01M in Q4 2025. 2,998 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • TriaGen Wealth Management reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 22,559 Palantir shares in Q1 2026, an estimated $4.01M.
  • TriaGen Wealth Management first reported a position in Palantir in Q2 2023 and held it in 11 quarters.
  • TriaGen Wealth Management's Palantir position peaked at $4.01M in Q4 2025.
  • 2,998 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.