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Geneos Wealth Management’s POET Technologies POET Stock Holding History

Geneos Wealth Management’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
2024
Q3 		– Sell
-1,000
Closed -$2.05K – 2601
2024
Q2 		$2.05K Buy
+1,000
New +$1.81K ﹤0.01% 1884

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TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Geneos Wealth Management's POET Position: Q3 2024 in Review

Geneos Wealth Management sold out of POET Technologies (POET) in Q3 2024, closing a stake of 1,000 shares — an estimated $2.05K sold.

Geneos Wealth Management first reported a position in POET in Q2 2024 and held it in 1 quarter. The position peaked at $2.05K in Q2 2024. 34 funds tracked by Wall St. Rank hold POET as of Q3 2024.

  • Geneos Wealth Management reported no remaining POET Technologies position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 POET Technologies shares in Q3 2024, an estimated $2.05K.
  • Geneos Wealth Management first reported a position in POET Technologies in Q2 2024 and held it in 1 quarter.
  • Geneos Wealth Management's POET Technologies position peaked at $2.05K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held POET Technologies as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.