Geneos Wealth Management’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.86K | Sell |
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|
2025
Q2 | $31.5K | Sell |
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|
2025
Q1 | $117K | Buy |
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|
2024
Q4 | $20.1K | Buy |
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|
2024
Q3 | $21.5K | Buy |
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|
2024
Q2 | $1.84K | Hold |
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|
2024
Q1 | $2.42K | Hold |
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|
2023
Q4 | $2.39K | Buy |
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|
2023
Q3 | $1.42K | Hold |
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|
2023
Q2 | $1.5K | Hold |
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|
2023
Q1 | $1.37K | Hold |
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|
2022
Q4 | $1.21K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $72K | Sell |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $113K | Buy |
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