Perigon Wealth Management
POWL icon

Perigon Wealth Management’s Powell Industries POWL Stock Holding History

Perigon 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
Q3 		$281K Sell
1,522
-215
-12% -$44.1K ﹤0.01% 1186
2026
Q2 		$498K Buy
1,737
+312
+22% +$84.6K 0.01% 906
2026
Q1 		$257K Buy
+1,425
New +$233K ﹤0.01% 1081
2025
Q1 		– Sell
-3,399
Closed -$291K – 1084
2024
Q4 		$291K Buy
+3,399
New +$304K 0.01% 825

Other funds holding POWL

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Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Rockline Wealth Management
Rockline Wealth Management Plainview, New York $535M AUM 30.35% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Perigon Wealth Management's POWL Position: Q3 2026 in Review

Perigon Wealth Management reduced its Powell Industries (POWL) stake by 12% in Q3 2026, selling an estimated $44.1K and leaving 1,522 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Perigon Wealth Management first reported a position in POWL in Q4 2024 and has held it in 4 quarters since. The position peaked at $498K in Q2 2026. 102 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Perigon Wealth Management held 1,522 shares of Powell Industries worth $281K as of Q3 2026.
  • Perigon Wealth Management sold 215 Powell Industries shares in Q3 2026, an estimated $44.1K.
  • Powell Industries made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1186 holding.
  • Perigon Wealth Management first reported a position in Powell Industries in Q4 2024 and has held it in 4 quarters since.
  • Perigon Wealth Management's Powell Industries position peaked at $498K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.