AssetMark Inc’s Powell Industries POWL Stock Holding History

AssetMark Inc’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.32M	Sell	45,105 -5,260	-10%	-$1.08M	0.01%	614
2026 Q2	$14.4M	Buy	50,365 +793	+2%	+$215K	0.02%	464
2026 Q1	$8.94M	Buy	49,572 +4,998	+11%	+$817K	0.02%	533
2025 Q4	$4.74M	Buy	44,574 +6,123	+16%	+$688K	0.01%	669
2025 Q3	$3.91M	Sell	38,451 -2,040	-5%	-$173K	0.01%	679
2025 Q2	$2.84M	Sell	40,491 -3,885	-9%	-$234K	0.01%	698
2025 Q1	$2.52M	Buy	44,376 +10,845	+32%	+$756K	0.01%	658
2024 Q4	$2.48M	Sell	33,531 -2,943	-8%	-$263K	0.01%	663
2024 Q3	$2.7M	Buy	36,474 +2,799	+8%	+$152K	0.01%	586
2024 Q2	$1.61M	Buy	33,675 +33,453	+15,069%	+$1.75M	0.01%	667
2024 Q1	$10.5K	Sell	222 -45	-17%	-$1.93K	﹤0.01%	1370
2023 Q4	$7.87K	Buy	267 +186	+230%	+$5.18K	﹤0.01%	1405
2023 Q3	$2.24K	Hold	81	–	–	﹤0.01%	1464
2023 Q2	$1.64K	Buy	+81	New	+$1.4K	﹤0.01%	1439
2018 Q1	–	Sell	-12	Closed	–	–	1850
2017 Q4	$0	Buy	+12	New	+$115	﹤0.01%	2071
2017 Q2	–	Sell	-120	Closed	-$1K	–	1468
2017 Q1	$1K	Buy	+120	New	+$1.43K	﹤0.01%	1217

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Rockline Wealth Management Plainview, New York $535M AUM 30.35% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AssetMark Inc's POWL Position: Q3 2026 in Review

AssetMark Inc reduced its Powell Industries (POWL) stake by 10% in Q3 2026, selling an estimated $1.08M and leaving 45,105 shares worth $8.32M. The position accounts for 0.01% of the portfolio, ranked #614.

AssetMark Inc first reported a position in POWL in Q1 2017 and has held it in 16 quarters since. The position peaked at $14.4M in Q2 2026. 142 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

AssetMark Inc held 45,105 shares of Powell Industries worth $8.32M as of Q3 2026.
AssetMark Inc sold 5,260 Powell Industries shares in Q3 2026, an estimated $1.08M.
Powell Industries made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #614 holding.
AssetMark Inc first reported a position in Powell Industries in Q1 2017 and has held it in 16 quarters since.
AssetMark Inc's Powell Industries position peaked at $14.4M in Q2 2026.
142 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.