Lodestone Wealth Management LLC

Position in FPS — Forgent Power Solutions, Inc.

CIK 1950158 SPOKANE, WA

Position in FPS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$48,374

New position

Shares Held

866

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#318

of 365 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $551,178 across 5 Electrical Equipment & Parts names. FPS ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	1,735	$294,273
2	BE	Bloom Energy Corp	500	$151,350
3	EOSE	Eos Energy Enterprises, Inc.	8,472	$49,815
4	FPS	Forgent Power Solutions, Inc. This page	866	$48,374
5	VRT	Vertiv Holdings Co	22	$7,366

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,374	866	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.