Position in CXT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,258
-$4,107 QoQ
Shares Held
31
-72.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Private Wealth Management Group, LLC holds $931,745 across 27 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
300 | $352,458 | |
| 2 | ETN |
Eaton Corp plc
|
474 | $201,980 | |
| 3 | CMI |
Cummins Inc
|
141 | $100,562 | |
| 4 | PH |
Parker-Hannifin Corp
|
72 | $70,424 | |
| 5 | EMR |
Emerson Electric Co
|
283 | $40,511 | |
| 6 | WTS |
Watts Water Technologies Inc
|
52 | $20,355 | |
| 7 | DCI |
DONALDSON Co INC
|
179 | $16,068 | |
| 8 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 |
All Filings in CXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,258 | 31 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,365 | 114 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,645 | 114 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,144 | 114 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||