Position in FELE
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$323,148
-$1,940 QoQ
Shares Held
3,506
+3.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FELE Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 20261900 WEALTH MANAGEMENT LLC holds $7,022,033 across 7 Specialty Industrial Machinery names. FELE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
18,272 | $4,761,317 | |
| 2 | CMI |
Cummins Inc
|
919 | $494,440 | |
| 3 | GEV |
GE Vernova Inc.
|
517 | $451,289 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,219 | $437,474 | |
| 5 | FELE |
Franklin Electric Co Inc
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|
3,506 | $323,148 | |
| 6 | EMR |
Emerson Electric Co
|
2,363 | $309,600 | |
| 7 | DCI |
DONALDSON Co INC
|
2,884 | $244,765 |
All Filings in FELE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,148 | 3,506 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $325,088 | 3,403 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $318,920 | 3,350 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $300,629 | 3,350 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $314,498 | 3,350 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $326,457 | 3,350 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $351,147 | 3,350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $322,672 | 3,350 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $357,813 | 3,350 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $323,777 | 3,350 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $298,920 | 3,350 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $344,715 | 3,350 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $315,235 | 3,350 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $267,162 | 3,350 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $273,728 | 3,350 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $245,421 | 3,350 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $278,184 | 3,350 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $316,776 | 3,350 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||