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GeoWealth Management’s Quanta Services PWR Stock Holding History

GeoWealth Management’s Portfolio PWR Stock Details PWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Buy
+230
New +$157K 0.01% 808
2025
Q3 		– Sell
-137
Closed -$51.8K – 1105
2025
Q2 		$51.8K Sell
137
-47
-26% -$15.1K ﹤0.01% 933
2025
Q1 		$46.8K Sell
184
-598
-76% -$173K ﹤0.01% 899
2024
Q4 		$247K Sell
782
-884
-53% -$284K 0.01% 681
2024
Q3 		$497K Buy
1,666
+238
+17% +$62.9K 0.02% 471
2024
Q2 		$363K Buy
+1,428
New +$378K 0.02% 524
2022
Q2 		– Sell
-2,525
Closed -$332K – 381
2022
Q1 		$332K Buy
+2,525
New +$281K 0.03% 253

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's PWR Position: Q2 2026 in Review

GeoWealth Management opened a new position in Quanta Services (PWR) in Q2 2026: 230 shares worth $167K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in PWR as recently as Q2 2025.

GeoWealth Management first reported a position in PWR in Q1 2022 and has held it in 7 quarters since. The position peaked at $497K in Q3 2024. 1,941 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • GeoWealth Management held 230 shares of Quanta Services worth $167K as of Q2 2026.
  • Quanta Services was a new GeoWealth Management position in Q2 2026.
  • Quanta Services made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #808 holding.
  • GeoWealth Management first reported a position in Quanta Services in Q1 2022 and has held it in 7 quarters since.
  • GeoWealth Management's Quanta Services position peaked at $497K in Q3 2024.
  • 1,941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.