GM
POWL icon

GeoWealth Management’s Powell Industries POWL Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-537
Closed -$39.7K – 1616
2024
Q4 		$39.7K Buy
537
+297
+124% +$26.5K ﹤0.01% 1224
2024
Q3 		$17.8K Buy
+240
New +$13.1K ﹤0.01% 1299

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GeoWealth Management's POWL Position: Q1 2025 in Review

GeoWealth Management sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 537 shares — an estimated $39.7K sold.

GeoWealth Management first reported a position in POWL in Q3 2024 and held it in 2 quarters. The position peaked at $39.7K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • GeoWealth Management reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 537 Powell Industries shares in Q1 2025, an estimated $39.7K.
  • GeoWealth Management first reported a position in Powell Industries in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Powell Industries position peaked at $39.7K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.