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WT Wealth Management’s Powell Industries POWL Stock Holding History

WT 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 		– Sell
-754
Closed -$216K – 160
2026
Q2 		$216K Buy
+754
New +$205K 0.06% 133

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AIM
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CAM
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STAS
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GIA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

WT Wealth Management sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 754 shares — an estimated $216K sold.

WT Wealth Management first reported a position in POWL in Q2 2026 and held it in 1 quarter. The position peaked at $216K in Q2 2026. 31 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • WT Wealth Management reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • WT Wealth Management sold 754 Powell Industries shares in Q3 2026, an estimated $216K.
  • WT Wealth Management first reported a position in Powell Industries in Q2 2026 and held it in 1 quarter.
  • WT Wealth Management's Powell Industries position peaked at $216K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

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