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WealthPlan Investment Management’s POET Technologies POET Stock Holding History

WealthPlan Investment 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
2026
Q1 		– Sell
-21,755
Closed -$138K – 471
2025
Q4 		$138K Buy
21,755
+1,000
+5% +$6.34K 0.01% 372
2025
Q3 		$115K Buy
+20,755
New +$117K 0.01% 332

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MI
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

WealthPlan Investment Management's POET Position: Q1 2026 in Review

WealthPlan Investment Management sold out of POET Technologies (POET) in Q1 2026, closing a stake of 21,755 shares — an estimated $138K sold.

WealthPlan Investment Management first reported a position in POET in Q3 2025 and held it in 2 quarters. The position peaked at $138K in Q4 2025. 107 funds tracked by Wall St. Rank hold POET as of Q1 2026.

  • WealthPlan Investment Management reported no remaining POET Technologies position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 21,755 POET Technologies shares in Q1 2026, an estimated $138K.
  • WealthPlan Investment Management first reported a position in POET Technologies in Q3 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's POET Technologies position peaked at $138K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held POET Technologies as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.