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GK Wealth Management’s Powell Industries POWL Stock Holding History

GK 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
Q1 		– Sell
-3,372
Closed -$359K – 155
2025
Q4 		$359K Sell
3,372
-111
-3% -$12.5K 0.24% 103
2025
Q3 		$354K Sell
3,483
-144
-4% -$12.2K 0.26% 94
2025
Q2 		$254K Buy
3,627
+51
+1% +$3.08K 0.23% 114
2025
Q1 		$203K Buy
+3,576
New +$249K 0.23% 131

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GK Wealth Management's POWL Position: Q1 2026 in Review

GK Wealth Management sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 3,372 shares — an estimated $359K sold.

GK Wealth Management first reported a position in POWL in Q1 2025 and held it in 4 quarters. The position peaked at $359K in Q4 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • GK Wealth Management reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
  • GK Wealth Management sold 3,372 Powell Industries shares in Q1 2026, an estimated $359K.
  • GK Wealth Management first reported a position in Powell Industries in Q1 2025 and held it in 4 quarters.
  • GK Wealth Management's Powell Industries position peaked at $359K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on GK Wealth Management's 13F filing for Q1 2026, filed 7 Apr 2026.