HWM
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HB Wealth Management’s POET Technologies POET Stock Holding History

HB 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
2025
Q1 		– Sell
-15,000
Closed -$89.3K – 1269
2024
Q4 		$89.3K Buy
+15,000
New +$66.6K ﹤0.01% 1031

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TSWM
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MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HB Wealth Management's POET Position: Q1 2025 in Review

HB Wealth Management sold out of POET Technologies (POET) in Q1 2025, closing a stake of 15,000 shares — an estimated $89.3K sold.

HB Wealth Management first reported a position in POET in Q4 2024 and held it in 1 quarter. The position peaked at $89.3K in Q4 2024. 48 funds tracked by Wall St. Rank hold POET as of Q1 2025.

  • HB Wealth Management reported no remaining POET Technologies position as of Q1 2025 after selling out during the quarter.
  • HB Wealth Management sold 15,000 POET Technologies shares in Q1 2025, an estimated $89.3K.
  • HB Wealth Management first reported a position in POET Technologies in Q4 2024 and held it in 1 quarter.
  • HB Wealth Management's POET Technologies position peaked at $89.3K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held POET Technologies as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.