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GKV Capital Management’s Powell Industries POWL Stock Holding History

GKV Capital 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
Q2 		$11.2M Buy
38,989
+256
+0.7% +$69.5K 3.6% 5
2026
Q1 		$6.99M Sell
38,733
-2,907
-7% -$475K 2.62% 10
2025
Q4 		$4.42M Sell
41,640
-1,470
-3% -$165K 1.66% 16
2025
Q3 		$4.38M Buy
43,110
+1,380
+3% +$117K 1.73% 16
2025
Q2 		$2.93M Buy
41,730
+21,330
+105% +$1.29M 1.29% 22
2025
Q1 		$1.16M Sell
20,400
-2,160
-10% -$151K 0.58% 42
2024
Q4 		$1.67M Buy
+22,560
New +$2.02M 0.68% 39

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GKV Capital Management's POWL Position: Q2 2026 in Review

GKV Capital Management increased its Powell Industries (POWL) stake by 0.66% in Q2 2026, buying an estimated $69.5K and bringing the position to 38,989 shares worth $11.2M. The position accounts for 3.6% of the portfolio, ranked #5.

GKV Capital Management first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • GKV Capital Management held 38,989 shares of Powell Industries worth $11.2M as of Q2 2026.
  • GKV Capital Management bought 256 Powell Industries shares in Q2 2026, an estimated $69.5K.
  • Powell Industries made up 3.6% of GKV Capital Management's portfolio in Q2 2026, its #5 holding.
  • GKV Capital Management first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.