Golden State Wealth Management, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1776033 SANTA ANA, CA

Position in ROK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,238,195

+$340,637 QoQ

Shares Held

2,501

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#660

of 1,527 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $7,679,021 across 20 Specialty Industrial Machinery names. ROK ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	2,356	$2,767,970
2	ROK	Rockwell Automation, Inc This page	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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,238,195	2,501	0.0%	Shares	Sole	2026-07-22
2026-03-31	$897,558	2,501	0.0%	Shares	Sole	2026-04-28
2025-12-31	$973,064	2,501	-3.7%	Shares	Sole	2026-02-13
2025-09-30	$907,379	2,596	0.0%	Shares	Sole	2025-11-03
2025-06-30	$862,313	2,596	0.0%	Shares	Sole	2025-08-06
2025-03-31	$670,754	2,596	+3.8%	Shares	Sole	2025-04-24
2024-12-31	$714,475	2,500	-35.5%	Shares	Sole	2025-01-28
2022-03-31	$1,085,396	3,876	-1.2%	Shares	Sole	2022-05-19
2021-12-31	$1,368,887	3,924	+2.0%	Shares	Sole	2022-02-14
2021-09-30	$1,131,171	3,847	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,098,316	3,840	+53.6%	Shares	Sole	2021-08-12
2021-03-31	$663,600	2,500	-5.0%	Shares	Sole	2021-05-14
2020-12-31	$659,881	2,631	+1.2%	Shares	Sole	2021-01-28
2020-09-30	$573,768	2,600	-0.7%	Shares	Sole	2020-11-12
2020-06-30	$557,634	2,618	+0.7%	Shares	Sole	2020-08-13
2020-03-31	$392,366	2,600	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.