Position in ROK
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$237,217
-$47,968 QoQ
Shares Held
661
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 48%
None 52%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $9,982,416 across 19 Specialty Industrial Machinery names. ROK ranks #13 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,718 | $2,372,538 | |
| 2 | AMSC |
American Superconductor Corp /De/
|
31,117 | $1,053,310 | |
| 3 | ETN |
Eaton Corp plc
|
2,904 | $1,038,669 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,684 | $698,615 | |
| 5 | PH |
Parker-Hannifin Corp
|
763 | $683,064 | |
| 6 | XYL |
Xylem Inc.
|
4,727 | $564,875 | |
| 7 | AME |
Ametek Inc/
|
2,538 | $544,043 | |
| 8 | CMI |
Cummins Inc
|
871 | $468,612 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,217 | 661 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $285,185 | 733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $219,151 | 627 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||