Total Wealth Planning & Management, Inc.
Position in CGNX — Cognex Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in CGNX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$543,150
+$51,928 QoQ
Shares Held
7,500
-25.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#366
of 651 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGNX Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,591,972 across 2 Scientific & Technical Instruments names. CGNX ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITRN |
Ituran Location & Control Ltd.
|
17,191 | $1,048,822 | |
| 2 | CGNX |
Cognex Corp
This page
|
7,500 | $543,150 |
All Filings in CGNX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,150 | 7,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $491,222 | 10,027 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||