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Brandywine Oak Private Wealth’s POET Technologies POET Stock Holding History

Brandywine Oak Private Wealth’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,000
Closed -$52.9K – 240
2025
Q1 		$52.9K Hold
14,000
– – 0.01% 223
2024
Q4 		$83.3K Buy
14,000
+1,256
+10% +$5.57K 0.01% 230
2024
Q3 		$56.6K Sell
12,744
-75,425
-86% -$235K 0.01% 237
2024
Q2 		$183K Sell
88,169
-15,801
-15% -$28.5K 0.02% 226
2024
Q1 		$142K Buy
103,970
+30,630
+42% +$38K 0.01% 236
2023
Q4 		$68.6K Sell
73,340
-50,040
-41% -$87.6K 0.01% 230
2023
Q3 		$378K Sell
123,380
-777
-0.6% -$2.98K 0.04% 164
2023
Q2 		$548K Sell
124,157
-6,543
-5% -$28.2K 0.06% 148
2023
Q1 		$507K Buy
130,700
+18,369
+16% +$79.4K 0.06% 158
2022
Q4 		$339K Sell
112,331
-2,250
-2% -$6.42K 0.04% 187
2022
Q3 		$293K Buy
114,581
+10,277
+10% +$41.9K 0.04% 206
2022
Q2 		$544K Sell
104,304
-11,811
-10% -$70.1K 0.07% 160
2022
Q1 		$874K Buy
+116,115
New +$889K 0.1% 141

Other funds holding POET

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Oak Private Wealth's POET Position: Q2 2025 in Review

Brandywine Oak Private Wealth sold out of POET Technologies (POET) in Q2 2025, closing a stake of 14,000 shares — an estimated $52.9K sold.

Brandywine Oak Private Wealth first reported a position in POET in Q1 2022 and held it in 13 quarters. The position peaked at $874K in Q1 2022. 49 funds tracked by Wall St. Rank hold POET as of Q2 2025.

  • Brandywine Oak Private Wealth reported no remaining POET Technologies position as of Q2 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 14,000 POET Technologies shares in Q2 2025, an estimated $52.9K.
  • Brandywine Oak Private Wealth first reported a position in POET Technologies in Q1 2022 and held it in 13 quarters.
  • Brandywine Oak Private Wealth's POET Technologies position peaked at $874K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held POET Technologies as of Q2 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.