Consilium Wealth Advisory, LLC

Position in IR — Ingersoll Rand Inc.

CIK 1904906 FRISCO, TX

Position in IR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$369,200

+$8,500 QoQ

Shares Held

4,503

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#497

of 889 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Consilium Wealth Advisory, LLC holds $3,871,351 across 3 Specialty Industrial Machinery names. IR ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	2,665	$3,131,001
2	ETN	Eaton Corp plc	871	$371,150
3	IR	Ingersoll Rand Inc. This page	4,503	$369,200

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,200	4,503	+0.0%	Shares	Sole	2026-08-11
2026-03-31	$360,700	4,502	-2.5%	Shares	Sole	2026-04-20
2025-12-31	$365,917	4,619	-72.3%	Shares	Sole	2026-01-26
2025-09-30	$1,380,001	16,703	-1.5%	Shares	Sole	2025-10-20
2025-06-30	$1,410,815	16,961	+1.1%	Shares	Sole	2025-07-21
2025-03-31	$1,342,503	16,775	+18.8%	Shares	Sole	2025-04-17
2024-12-31	$1,277,747	14,125	-21.8%	Shares	Sole	2025-02-05
2024-09-30	$1,773,358	18,066	+25.5%	Shares	Sole	2024-10-30
2024-06-30	$1,308,096	14,400	-2.5%	Shares	Sole	2024-08-01
2024-03-31	$1,402,506	14,771	-0.6%	Shares	Sole	2024-04-30
2023-12-31	$1,149,581	14,864	+17.5%	Shares	Sole	2024-01-10
2023-09-30	$806,312	12,654	+11.5%	Shares	Sole	2023-10-10
2023-06-30	$741,901	11,351	+11.1%	Shares	Sole	2023-07-13
2023-03-31	$594,192	10,213	-24.3%	Shares	Sole	2023-04-13
2022-12-31	$704,643	13,486	+5.9%	Shares	Sole	2023-02-13
2022-09-30	$550,872	12,734	+20.0%	Shares	Sole	2022-10-12
2022-06-30	$446,468	10,610	-38.0%	Shares	Sole	2022-07-12
2022-03-31	$862,193	17,124	-0.2%	Shares	Sole	2022-04-18
2021-12-31	$1,061,132	17,151	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.