Diversify Wealth Management’s Powell Industries POWL Stock Holding History

Diversify Wealth Management’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	$255K	Buy	+1,494	New	+$307K	﹤0.01%	1146

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Diversify Wealth Management's POWL Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Powell Industries (POWL) in Q3 2026: 1,494 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

92 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Diversify Wealth Management held 1,494 shares of Powell Industries worth $255K as of Q3 2026.
Powell Industries was a new Diversify Wealth Management position in Q3 2026.
Powell Industries made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1146 holding.
92 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.