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Global Retirement Partners, LLC

Pension

Position in POWL — Powell Industries Inc

CIK 1749744 San Rafael, CA

Position in POWL

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$274,619
+$193,968 QoQ
Shares Held
959
+279.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#422
of 571 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in POWL Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Global Retirement Partners, LLC holds $13,875,506 across 20 Electrical Equipment & Parts names. POWL ranks #5 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 POWL
Powell Industries Inc
This page
959 $274,619

All Filings in POWL

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $274,619 959
2025-12-31 $80,651 253
2025-09-30 $58,218 191
2025-06-30 $40,406 192
2024-12-31 $22,164 100