Position in PLTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,242,302
-$60,321 QoQ
Shares Held
10,648
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,261
of 2,816 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gen-Wealth Partners Inc holds $6,314,772 across 15 Software - Infrastructure names. PLTR ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,442 | $3,149,034 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
10,648 | $1,242,302 | |
| 3 | XYZ |
Block, Inc.
|
11,990 | $911,240 | |
| 4 | ORCL |
Oracle Corp
|
1,696 | $248,548 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
888 | $169,417 | |
| 6 | PAYO |
Payoneer Global Inc.
|
18,438 | $131,278 | |
| 7 | CPAY |
Corpay, Inc.
|
384 | $127,975 | |
| 8 | NTNX |
Nutanix, Inc.
|
2,194 | $111,806 |
All Filings in PLTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,242,302 | 10,648 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,302,623 | 8,905 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $825,115 | 4,642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $520,809 | 2,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $702,865 | 5,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $436,010 | 5,166 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $236,268 | 3,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $115,654 | 3,109 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,188 | 1,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $74,529 | 3,239 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||