Position in GGG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,734,964
-$1,127,022 QoQ
Shares Held
36,172
-20.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#238
of 728 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GGG Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. GGG ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,531 | $6,498,150 | |
| 2 | EMR |
Emerson Electric Co
|
29,179 | $4,176,973 | |
| 3 | GGG |
Graco Inc
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|
36,172 | $2,734,964 | |
| 4 | DOV |
DOVER Corp
|
9,833 | $2,205,345 | |
| 5 | AOS |
Smith A O Corp
|
9,442 | $592,202 | |
| 6 | XYL |
Xylem Inc.
|
3,942 | $465,983 | |
| 7 | ETN |
Eaton Corp plc
|
1,054 | $449,130 | |
| 8 | ROK |
Rockwell Automation, Inc
|
530 | $262,392 |
All Filings in GGG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,734,964 | 36,172 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,861,986 | 45,623 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,650,028 | 68,928 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,353,140 | 121,859 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,106,378 | 129,189 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,757,057 | 116,837 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,225,051 | 121,308 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,862,703 | 124,131 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,352,027 | 117,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,395,484 | 121,929 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $11,223,447 | 129,362 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $9,128,948 | 125,260 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,609,123 | 64,958 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,927,753 | 135,978 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,361,331 | 243,255 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,690,267 | 245,042 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $15,126,590 | 216,962 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||