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Gen-Wealth Partners’s Pool Corp POOL Stock Holding History

Gen-Wealth Partners’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
2025
Q3 		– Sell
-138
Closed -$40.2K – 707
2025
Q2 		$40.2K Sell
138
-653
-83% -$198K 0.02% 352
2025
Q1 		$252K Buy
791
+3
+0.4% +$1.02K 0.11% 187
2024
Q4 		$269K Hold
788
– – 0.12% 176
2024
Q3 		$287K Buy
788
+210
+36% +$72.6K 0.13% 170
2024
Q2 		$178K Buy
578
+144
+33% +$52.1K 0.09% 223
2024
Q1 		$175K Buy
+434
New +$170K 0.09% 225

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gen-Wealth Partners's POOL Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 138 shares — an estimated $40.2K sold.

Gen-Wealth Partners first reported a position in POOL in Q1 2024 and held it in 6 quarters. The position peaked at $287K in Q3 2024. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 138 Pool Corp shares in Q3 2025, an estimated $40.2K.
  • Gen-Wealth Partners first reported a position in Pool Corp in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Pool Corp position peaked at $287K in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.