BWL
PSIX

Bogart Wealth LLC’s Power Solutions International PSIX Stock Holding History

Bogart Wealth LLC’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40
Closed -$3.93K – 1693
2025
Q3 		$3.93K Hold
40
– – ﹤0.01% 1027
2025
Q2 		$2.59K Buy
+40
New +$1.48K ﹤0.01% 1057

Other funds holding PSIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's PSIX Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Power Solutions International (PSIX) in Q4 2025, closing a stake of 40 shares — an estimated $3.93K sold.

Bogart Wealth LLC first reported a position in PSIX in Q2 2025 and held it in 2 quarters. The position peaked at $3.93K in Q3 2025. 193 funds tracked by Wall St. Rank hold PSIX as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Power Solutions International position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 40 Power Solutions International shares in Q4 2025, an estimated $3.93K.
  • Bogart Wealth LLC first reported a position in Power Solutions International in Q2 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Power Solutions International position peaked at $3.93K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Power Solutions International as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.