Trek Financial’s Powell Industries POWL Stock Holding History

Trek Financial’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	$679K	Buy	+3,765	New	+$615K	0.04%	268
2025 Q4	–	Sell	-5,784	Closed	-$588K	–	495
2025 Q3	$588K	Buy	+5,784	New	+$490K	0.04%	272
2025 Q1	–	Sell	-4,041	Closed	-$299K	–	433
2024 Q4	$299K	Sell	4,041 -1,176	-23%	-$105K	0.02%	326
2024 Q3	$386K	Buy	5,217 +93	+2%	+$5.06K	0.03%	273
2024 Q2	$245K	Buy	5,124 +648	+14%	+$33.8K	0.02%	339
2024 Q1	$212K	Buy	+4,476	New	+$192K	0.02%	371

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return