Back to POET
Root Financial Partners, LLC → POET
Root Financial Partners, LLC POET Position History
POET Technologies Inc. • Technology
Quarters held
4
Latest value
$16K
Q3 2026
Peak value
$16K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12K |
| Q4 2025 | $13K |
| Q1 2026 | $12K |
| Q3 2026 | $16K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16K | 2.1K | — | — |
| Q1 2026 | $12K | 2.1K | — | — |
| Q4 2025 | $13K | 2.1K | — | — |
| Q3 2025 | $12K | 2.1K | — | — |
Other funds holding POET
$23.7M
$14.6M
$10.7M
$10.7M
$6.4M
$4.3M
Other Root Financial Partners, LLC positions
CRDO
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CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF