Position in PLTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,031,362
-$217,722 QoQ
Shares Held
8,840
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,364
of 2,816 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 5%
Shared 2%
None 94%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $27,465,778 across 12 Software - Infrastructure names. PLTR ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
48,646 | $18,145,930 | |
| 2 | ORCL |
Oracle Corp
|
12,758 | $1,869,684 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,783 | $1,631,098 | |
| 4 | NTCT |
Netscout Systems Inc
|
31,644 | $1,378,096 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
8,840 | $1,031,362 | |
| 6 | FFIV |
F5, Inc.
|
2,283 | $949,636 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,412 | $650,958 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4,745 | $623,635 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,362 | 8,840 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,249,084 | 8,539 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,751,015 | 9,851 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,445,340 | 13,405 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,804,740 | 13,239 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,230,214 | 14,576 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $833,064 | 11,015 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $335,730 | 9,025 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||