Position in ROK
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$205,997
-$16,940 QoQ
Shares Held
574
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Octavia Wealth Advisors, LLC holds $1,071,472 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
912 | $1,071,472 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,997 | 574 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $222,937 | 573 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $208,319 | 596 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $538,428 | 1,884 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $505,778 | 1,884 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $476,784 | 1,732 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||