Creative Planning’s POET Technologies POET Stock Holding History

Creative Planning’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	$37.8K	Sell	8,000 -2,000	-20%	-$21.8K	﹤0.01%	4147
2026 Q1	$15.9K	Hold	10,000	–	–	﹤0.01%	4056
2025 Q4	$18.3K	Hold	10,000	–	–	﹤0.01%	3851
2025 Q3	$12.5K	Hold	10,000	–	–	﹤0.01%	3833
2025 Q2	$7K	Hold	10,000	–	–	﹤0.01%	3634
2025 Q1	$4.6K	Buy	+10,000	New	+$45.5K	﹤0.01%	3445

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

Creative Planning's POET Position: Q2 2026 in Review

Creative Planning opened a new position in POET Technologies (POET) in Q2 2026: 3,000 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #4165 among its holdings. This is a return to the name: Creative Planning previously reported a position in POET as recently as Q3 2025.

Creative Planning first reported a position in POET in Q3 2023 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold POET as of Q2 2026.

Creative Planning held 3,000 shares of POET Technologies worth $30.8K as of Q2 2026.
POET Technologies was a new Creative Planning position in Q2 2026.
POET Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4165 holding.
Creative Planning first reported a position in POET Technologies in Q3 2023 and has held it in 4 quarters since.
154 funds tracked by Wall St. Rank held POET Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.