Position in POWL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$215,915
New position
Shares Held
754
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#458
of 578 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026WT Wealth Management holds $510,891 across 2 Electrical Equipment & Parts names. POWL ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
881 | $294,976 | |
| 2 | POWL |
Powell Industries Inc
This page
|
754 | $215,915 |
All Filings in POWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,915 | 754 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||