Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$121,286
+$5,801 QoQ
Shares Held
124
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,716
of 1,971 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $7,679,021 across 20 Specialty Industrial Machinery names. PH ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,356 | $2,767,970 | |
| 2 | ROK |
Rockwell Automation, Inc
|
2,501 | $1,238,195 | |
| 3 | ETN |
Eaton Corp plc
|
2,558 | $1,090,014 | |
| 4 | CMI |
Cummins Inc
|
979 | $698,232 | |
| 5 | DOV |
DOVER Corp
|
2,713 | $608,471 | |
| 6 | NDSN |
Nordson Corp
|
857 | $258,548 | |
| 7 | ITW |
Illinois Tool Works Inc
|
802 | $216,916 | |
| 8 | SMR |
NUSCALE POWER Corp
|
20,399 | $204,601 |
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,286 | 124 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $115,485 | 129 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $113,385 | 129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $97,801 | 129 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $90,102 | 129 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $115,757 | 182 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $61,881 | 477 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||