Gen-Wealth Partners’s Powell Industries POWL Stock Holding History

Gen-Wealth Partners’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
2024 Q4	–	Sell	-837	Closed	-$71K	–	673
2024 Q3	$71K	Buy	+837	New	+$45.6K	0.03%	351

Other funds holding POWL

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's POWL Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 837 shares — an estimated $71K sold.

Gen-Wealth Partners first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $71K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

Gen-Wealth Partners reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 837 Powell Industries shares in Q4 2024, an estimated $71K.
Gen-Wealth Partners first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
Gen-Wealth Partners's Powell Industries position peaked at $71K in Q3 2024.
351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.