CAPTRUST Financial Advisors’s POET Technologies POET Stock Holding History

CAPTRUST Financial Advisors’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
2026 Q2	$567K	Sell	55,112 -39,998	-42%	-$435K	﹤0.01%	2090
2026 Q1	$565K	Sell	95,110 -465	-0.5%	-$3.02K	﹤0.01%	1950
2025 Q4	$605K	Buy	95,575 +60,575	+173%	+$384K	﹤0.01%	1787
2025 Q3	$194K	Sell	35,000 -260	-0.7%	-$1.47K	﹤0.01%	2438
2025 Q2	$184K	Sell	35,260 -200	-0.6%	-$842	﹤0.01%	2319
2025 Q1	$134K	Buy	+35,460	New	+$161K	﹤0.01%	2211

Other funds holding POET

CCM

CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CAPTRUST Financial Advisors's POET Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its POET Technologies (POET) stake by 42% in Q2 2026, selling an estimated $435K and leaving 55,112 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

CAPTRUST Financial Advisors first reported a position in POET in Q1 2025 and has held it in 6 quarters since. The position peaked at $605K in Q4 2025. 154 funds tracked by Wall St. Rank hold POET as of Q2 2026.

CAPTRUST Financial Advisors held 55,112 shares of POET Technologies worth $567K as of Q2 2026.
CAPTRUST Financial Advisors sold 39,998 POET Technologies shares in Q2 2026, an estimated $435K.
POET Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2090 holding.
CAPTRUST Financial Advisors first reported a position in POET Technologies in Q1 2025 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's POET Technologies position peaked at $605K in Q4 2025.
154 funds tracked by Wall St. Rank held POET Technologies as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.