Focus Partners Wealth
POOL icon

Focus Partners Wealth’s Pool Corp POOL Stock Holding History

Focus Partners Wealth’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,627
Closed -$373K – 2795
2025
Q4 		$373K Buy
1,627
+863
+113% +$224K ﹤0.01% 2104
2025
Q3 		$235K Sell
764
-210
-22% -$65.8K ﹤0.01% 1969
2025
Q2 		$284K Sell
974
-154
-14% -$46.6K ﹤0.01% 1708
2025
Q1 		$359K Sell
1,128
-36,319
-97% -$12.3M ﹤0.01% 1490
2024
Q4 		$12.8M Buy
37,447
+33,734
+909% +$12.3M 0.03% 405
2024
Q3 		$2.61M Sell
3,713
-33,654
-90% -$11.6M 0.01% 712
2024
Q2 		$11.5M Buy
37,367
+36,697
+5,477% +$13.3M 0.04% 355
2024
Q1 		$270K Buy
+670
New +$262K ﹤0.01% 869

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VCM
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VPM
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Invesco
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Geode Capital Management
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