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NVWM LLC’s Forgent Power Solutions FPS Stock Holding History

NVWM LLC’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.68K Buy
+45
New +$1.66K ﹤0.01% 570

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

NVWM LLC's FPS Position: Q3 2026 in Review

NVWM LLC opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 45 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

35 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • NVWM LLC held 45 shares of Forgent Power Solutions worth $1.68K as of Q3 2026.
  • Forgent Power Solutions was a new NVWM LLC position in Q3 2026.
  • Forgent Power Solutions made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #570 holding.
  • 35 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.