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Planning Strategies Inc.’s GitLab GTLB Stock Holding History

Planning Strategies Inc.’s Portfolio GTLB Stock Details GTLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
+41
New +$1.04K ﹤0.01% 705

Other funds holding GTLB

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
KC
Katamaran Capital London, United Kingdom $126M AUM 56.55% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s GTLB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in GitLab (GTLB) in Q2 2026: 41 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings.

81 funds tracked by Wall St. Rank hold GTLB as of Q2 2026.

  • Planning Strategies Inc. held 41 shares of GitLab worth $1.25K as of Q2 2026.
  • GitLab was a new Planning Strategies Inc. position in Q2 2026.
  • GitLab made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #705 holding.
  • 81 funds tracked by Wall St. Rank held GitLab as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.