Garner Asset Management Corp’s Powell Industries POWL Stock Holding History

Garner Asset Management Corp’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	$308K	Sell	1,958 -199	-9%	-$40.9K	0.1%	139
2026 Q2	$618K	Sell	2,157 -186	-8%	-$50.5K	0.2%	105
2026 Q1	$423K	Sell	2,343 -36	-2%	-$5.88K	0.17%	122
2025 Q4	$253K	Buy	2,379 +96	+4%	+$10.8K	0.1%	147
2025 Q3	$232K	Buy	+2,283	New	+$194K	0.09%	142
2024 Q1	–	Sell	-1,845	Closed	-$82.9K	–	286
2023 Q4	$82.9K	Buy	+1,845	New	+$51.4K	0.04%	175

Other funds holding POWL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Garner Asset Management Corp's POWL Position: Q3 2026 in Review

Garner Asset Management Corp reduced its Powell Industries (POWL) stake by 9.2% in Q3 2026, selling an estimated $40.9K and leaving 1,958 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #139.

Garner Asset Management Corp first reported a position in POWL in Q4 2023 and has held it in 6 quarters since. The position peaked at $618K in Q2 2026. 178 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Garner Asset Management Corp held 1,958 shares of Powell Industries worth $308K as of Q3 2026.
Garner Asset Management Corp sold 199 Powell Industries shares in Q3 2026, an estimated $40.9K.
Powell Industries made up 0.1% of Garner Asset Management Corp's portfolio in Q3 2026, its #139 holding.
Garner Asset Management Corp first reported a position in Powell Industries in Q4 2023 and has held it in 6 quarters since.
Garner Asset Management Corp's Powell Industries position peaked at $618K in Q2 2026.
178 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Garner Asset Management Corp's 13F filing for Q3 2026, filed 30 Oct 2026.