Geneos Wealth Management’s Pool Corp POOL Stock Holding History

Geneos Wealth Management’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 Q3	$2.75K	Buy	17 +11	+183%	+$2.08K	﹤0.01%	2828
2026 Q2	$1.29K	Hold	6	–	–	﹤0.01%	2386
2026 Q1	$1.21K	Hold	6	–	–	﹤0.01%	2383
2025 Q4	$1.37K	Hold	6	–	–	﹤0.01%	2372
2025 Q3	$1.86K	Sell	6 -102	-94%	-$32K	﹤0.01%	2328
2025 Q2	$31.5K	Sell	108 -48	-31%	-$14.5K	﹤0.01%	1812
2025 Q1	$49.7K	Buy	156 +97	+164%	+$32.9K	﹤0.01%	1477
2024 Q4	$20.1K	Buy	59 +2	+4%	+$729	﹤0.01%	1721
2024 Q3	$21.5K	Buy	57 +51	+850%	+$17.6K	﹤0.01%	1535
2024 Q2	$1.84K	Hold	6	–	–	﹤0.01%	1902
2024 Q1	$2.42K	Hold	6	–	–	﹤0.01%	1868
2023 Q4	$2.39K	Buy	6 +2	+50%	+$701	﹤0.01%	1884
2023 Q3	$1.42K	Hold	4	–	–	﹤0.01%	1982
2023 Q2	$1.5K	Hold	4	–	–	﹤0.01%	1973
2023 Q1	$1.37K	Hold	4	–	–	﹤0.01%	1958
2022 Q4	$1.21K	Hold	4	–	–	﹤0.01%	1942
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1958
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	2527
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	2678
2021 Q4	$2K	Sell	4 -152	-97%	-$79.7K	﹤0.01%	2598
2021 Q3	$68K	Hold	156	–	–	﹤0.01%	1347
2021 Q2	$72K	Sell	156 -471	-75%	-$198K	﹤0.01%	1312
2021 Q1	$264K	Buy	627 +45	+8%	+$15.7K	0.01%	854
2020 Q4	$53K	Buy	582 +578	+14,450%	+$202K	﹤0.01%	1434
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	2557
2020 Q2	$1K	Buy	+4	New	+$926	﹤0.01%	2494
2019 Q4	–	Sell	-8	Closed	-$1K	–	2573
2019 Q3	$1K	Buy	+8	New	+$1.54K	﹤0.01%	2427
2019 Q1	–	Sell	-769	Closed	-$113K	–	2452
2018 Q4	$113K	Buy	+769	New	+$115K	0.01%	799

Other funds holding POOL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geneos Wealth Management's POOL Position: Q3 2026 in Review

Geneos Wealth Management increased its Pool Corp (POOL) stake by 183% in Q3 2026, buying an estimated $2.08K and bringing the position to 17 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Geneos Wealth Management first reported a position in POOL in Q4 2018 and has held it in 28 quarters since. The position peaked at $264K in Q1 2021. 357 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Geneos Wealth Management held 17 shares of Pool Corp worth $2.75K as of Q3 2026.
Geneos Wealth Management bought 11 Pool Corp shares in Q3 2026, an estimated $2.08K.
Pool Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2828 holding.
Geneos Wealth Management first reported a position in Pool Corp in Q4 2018 and has held it in 28 quarters since.
Geneos Wealth Management's Pool Corp position peaked at $264K in Q1 2021.
357 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.