Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$285,997
+$61,105 QoQ
Shares Held
401
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,637
of 2,094 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $3,556,358 across 18 Specialty Industrial Machinery names. CMI ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,750 | $473,322 | |
| 2 | DOV |
DOVER Corp
|
1,834 | $411,329 | |
| 3 | EMR |
Emerson Electric Co
|
2,740 | $392,231 | |
| 4 | NDSN |
Nordson Corp
|
1,160 | $349,960 | |
| 5 | GEV |
GE Vernova Inc.
|
294 | $345,408 | |
| 6 | CMI |
Cummins Inc
This page
|
401 | $285,997 | |
| 7 | AOS |
Smith A O Corp
|
4,542 | $284,874 | |
| 8 | ETN |
Eaton Corp plc
|
650 | $276,978 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,997 | 401 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $224,892 | 418 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $214,899 | 421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $188,377 | 446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $155,235 | 474 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $104,062 | 332 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $115,735 | 332 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $107,498 | 332 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $91,940 | 332 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $97,823 | 332 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||