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 | |
|---|---|---|---|---|---|---|---|---|
|
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
-54
| -33% | -$16.3K | ﹤0.01% | 1812 |
|
|
2025
Q1 | $117K | Buy |
162
+103
| +175% | +$34.9K | ﹤0.01% | 1484 |
|
|
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
VCM
VPM
