Position in ROK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$298,038
+$91,324 QoQ
Shares Held
602
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,108
of 1,527 holders
Holding Since
Mar 2024
9 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, 2026Foguth Wealth Management, LLC. holds $531,835 across 2 Specialty Industrial Machinery names. ROK ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
602 | $298,038 | |
| 2 | GEV |
GE Vernova Inc.
|
199 | $233,797 |
All Filings in ROK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,038 | 602 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $206,714 | 576 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $238,110 | 612 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $222,553 | 670 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $202,828 | 785 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,490 | 817 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $222,821 | 830 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $230,409 | 837 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $242,386 | 832 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||