Position in ROK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,465
+$2,389 QoQ
Shares Held
7
+133.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,480
of 1,527 holders
Holding Since
Jun 2024
8 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, 2026Activest Wealth Management holds $887,866 across 26 Specialty Industrial Machinery names. ROK ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
397 | $466,419 | |
| 2 | GTLS |
Chart Industries Inc
|
572 | $119,513 | |
| 3 | GNRC |
Generac Holdings Inc.
|
296 | $86,671 | |
| 4 | CMI |
Cummins Inc
|
53 | $37,800 | |
| 5 | ITW |
Illinois Tool Works Inc
|
124 | $33,538 | |
| 6 | DOV |
DOVER Corp
|
109 | $24,446 | |
| 7 | ITT |
Itt Inc.
|
114 | $22,544 | |
| 8 | CR |
Crane Co
|
95 | $21,191 |
All Filings in ROK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,465 | 7 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,076 | 3 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,279 | 11 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,048 | 3 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $332 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,650 | 18 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $285 | 1 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||