Wealth Alliance Advisory Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1735734
Wichita, KS
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$206,448
-$11,318 QoQ
Shares Held
417
-36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,248
of 1,527 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $776,255 across 2 Specialty Industrial Machinery names. ROK ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
485 | $569,807 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
417 | $206,448 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,448 | 417 | Shares | Sole | 2026-07-23 | |
| 2023-06-30 | $217,766 | 661 | Shares | Sole | 2023-07-13 | |
| 2021-12-31 | $230,938 | 662 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||