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GeoWealth Management’s Pool Corp POOL Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-64
Closed -$21.8K – 1613
2024
Q4 		$21.8K Hold
64
– – ﹤0.01% 1364
2024
Q3 		$24.1K Buy
+64
New +$22.1K ﹤0.01% 1245

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

GeoWealth Management's POOL Position: Q1 2025 in Review

GeoWealth Management sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 64 shares — an estimated $21.8K sold.

GeoWealth Management first reported a position in POOL in Q3 2024 and held it in 2 quarters. The position peaked at $24.1K in Q3 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • GeoWealth Management reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 64 Pool Corp shares in Q1 2025, an estimated $21.8K.
  • GeoWealth Management first reported a position in Pool Corp in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Pool Corp position peaked at $24.1K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.