World Equity Group’s Power Solutions International PSIX Stock Holding History

World Equity Group’s Portfolio PSIX Stock Details PSIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$377K	Sell	8,194 -12,487	-60%	-$466K	0.16%	140
2026 Q2	$804K	Buy	20,681 +2,873	+16%	+$158K	0.18%	126
2026 Q1	$1.08M	Buy	17,808 +2,068	+13%	+$148K	0.28%	80
2025 Q4	$899K	Buy	15,740 +1,052	+7%	+$75.1K	0.25%	89
2025 Q3	$1.44M	Buy	14,688 +436	+3%	+$38.7K	0.33%	65
2025 Q2	$922K	Buy	14,252 +4,857	+52%	+$180K	0.25%	87
2025 Q1	$238K	Sell	9,395 -8,399	-47%	-$290K	0.07%	264
2024 Q4	$529K	Buy	+17,794	New	+$519K	0.11%	184

Other funds holding PSIX

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

World Equity Group's PSIX Position: Q3 2026 in Review

World Equity Group reduced its Power Solutions International (PSIX) stake by 60% in Q3 2026, selling an estimated $466K and leaving 8,194 shares worth $377K. The position accounts for 0.16% of the portfolio, ranked #140.

World Equity Group first reported a position in PSIX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q3 2025. 14 funds tracked by Wall St. Rank hold PSIX as of Q3 2026.

World Equity Group held 8,194 shares of Power Solutions International worth $377K as of Q3 2026.
World Equity Group sold 12,487 Power Solutions International shares in Q3 2026, an estimated $466K.
Power Solutions International made up 0.16% of World Equity Group's portfolio in Q3 2026, its #140 holding.
World Equity Group first reported a position in Power Solutions International in Q4 2024 and has held it in 8 quarters since.
World Equity Group's Power Solutions International position peaked at $1.44M in Q3 2025.
14 funds tracked by Wall St. Rank held Power Solutions International as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.