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IVC Wealth Advisors LLC FPS Position History
Forgent Power Solutions, Inc. • Manufacturing
Quarters held
2
Latest value
$825K
Q3 2026
Peak value
$1.1M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $1.1M |
| Q3 2026 | $825K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $825K | 22.0K | — | — |
| Q2 2026 | $1.1M | 20.5K | — | — |
Other funds holding FPS
$335.4M
$253.9M
$227.5M
$136.8M
$131.5M
$118.1M