Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$106,615
+$10,825 QoQ
Shares Held
109
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,729
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $3,556,358 across 18 Specialty Industrial Machinery names. PH ranks #11 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,750 | $473,322 | |
| 2 | DOV |
DOVER Corp
|
1,834 | $411,329 | |
| 3 | EMR |
Emerson Electric Co
|
2,740 | $392,231 | |
| 4 | NDSN |
Nordson Corp
|
1,160 | $349,960 | |
| 5 | GEV |
GE Vernova Inc.
|
294 | $345,408 | |
| 6 | CMI |
Cummins Inc
|
401 | $285,997 | |
| 7 | AOS |
Smith A O Corp
|
4,542 | $284,874 | |
| 8 | ETN |
Eaton Corp plc
|
650 | $276,978 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,615 | 109 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $95,790 | 107 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $104,596 | 119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $105,382 | 139 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $119,438 | 171 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $114,883 | 189 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $139,290 | 219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $159,218 | 252 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $129,487 | 256 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $164,513 | 296 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||