KLCM Advisors’s POET Technologies POET Stock Holding History

KLCM Advisors’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
2026 Q2	$257K	Hold	25,000	–	–	0.02%	240
2026 Q1	$149K	Sell	25,000 -25,000	-50%	-$162K	0.01%	265
2025 Q4	$70K	Buy	+50,000	New	+$317K	0.01%	251

Other funds holding POET

CCM

CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KLCM Advisors's POET Position: Q2 2026 in Review

KLCM Advisors reduced its POET Technologies (POET) stake by 67% in Q2 2026, selling an estimated $544K and leaving 25,000 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #241.

KLCM Advisors first reported a position in POET in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q1 2026. 154 funds tracked by Wall St. Rank hold POET as of Q2 2026.

KLCM Advisors held 25,000 shares of POET Technologies worth $257K as of Q2 2026.
KLCM Advisors sold 50,000 POET Technologies shares in Q2 2026, an estimated $544K.
POET Technologies made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #241 holding.
KLCM Advisors first reported a position in POET Technologies in Q4 2025 and has held it in 3 quarters since.
KLCM Advisors's POET Technologies position peaked at $446K in Q1 2026.
154 funds tracked by Wall St. Rank held POET Technologies as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.