VFA
PL icon

Valeo Financial Advisors’s Planet Labs PL Stock Holding History

Valeo Financial 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
Q2 		$630K Buy
19,017
+1,038
+6% +$38.4K 0.01% 394
2026
Q1 		$503K Sell
17,979
-1,715
-9% -$43.8K 0.01% 410
2025
Q4 		$388K Sell
19,694
-1,947
-9% -$27.9K 0.01% 535
2025
Q3 		$281K Buy
21,641
+925
+4% +$7.13K 0.01% 629
2025
Q2 		$126K Buy
20,716
+83
+0.4% +$339 ﹤0.01% 736
2025
Q1 		$69.7K Buy
20,633
+553
+3% +$2.59K ﹤0.01% 668
2024
Q4 		$81.1K Buy
20,080
+80
+0.4% +$248 ﹤0.01% 706
2024
Q3 		$44.6K Buy
+20,000
New +$44.4K ﹤0.01% 689

Other funds holding PL

TE
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
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
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return