Retirement Wealth Solutions LLC
PensionPosition in ROK — Rockwell Automation, Inc
CIK 2044741
MARSHFIELD, WI
Position in ROK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$990
+$273 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,514
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026Retirement Wealth Solutions LLC holds $201,119 across 13 Specialty Industrial Machinery names. ROK ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
71 | $69,446 | |
| 2 | CMI |
Cummins Inc
|
65 | $46,358 | |
| 3 | SXI |
Standex International Corp/De/
|
86 | $30,759 | |
| 4 | GEV |
GE Vernova Inc.
|
24 | $28,196 | |
| 5 | ETN |
Eaton Corp plc
|
15 | $6,391 | |
| 6 | DOV |
DOVER Corp
|
26 | $5,831 | |
| 7 | GNRC |
Generac Holdings Inc.
|
19 | $5,563 | |
| 8 | FELE |
Franklin Electric Co Inc
|
24 | $2,572 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990 | 2 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $717 | 2 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,556 | 4 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||