Position in IEX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,177
+$524 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#626
of 677 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX 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. IEX ranks #20 (0.3% of the industry book) .
| # | 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 IEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,177 | 14 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,653 | 14 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,491 | 14 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,278 | 14 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,457 | 14 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,781 | 43 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,045 | 48 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $10,296 | 48 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,657 | 48 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,669 | 97 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,059 | 97 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||