Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$698,232
+$172,049 QoQ
Shares Held
979
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,215
of 2,094 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $7,679,021 across 20 Specialty Industrial Machinery names. CMI ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,356 | $2,767,970 | |
| 2 | ROK |
Rockwell Automation, Inc
|
2,501 | $1,238,195 | |
| 3 | ETN |
Eaton Corp plc
|
2,558 | $1,090,014 | |
| 4 | CMI |
Cummins Inc
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|
979 | $698,232 | |
| 5 | DOV |
DOVER Corp
|
2,713 | $608,471 | |
| 6 | NDSN |
Nordson Corp
|
857 | $258,548 | |
| 7 | ITW |
Illinois Tool Works Inc
|
802 | $216,916 | |
| 8 | SMR |
NUSCALE POWER Corp
|
20,399 | $204,601 |
All Filings in CMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,232 | 979 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $526,183 | 978 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $498,709 | 977 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $412,655 | 977 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $299,990 | 916 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $318,455 | 1,016 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $354,874 | 1,018 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $5,683 | 42 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||