Position in ROK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,646,636
+$424,291 QoQ
Shares Held
3,326
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#589
of 1,525 holders
Holding Since
Mar 2025
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, 2026VestGen Advisors, LLC holds $27,305,407 across 13 Specialty Industrial Machinery names. ROK ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,562 | $11,234,011 | |
| 2 | ETN |
Eaton Corp plc
|
14,204 | $6,052,608 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,081 | $2,035,467 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,908 | $1,868,406 | |
| 5 | EMR |
Emerson Electric Co
|
11,821 | $1,692,176 | |
| 6 | ROK |
Rockwell Automation, Inc
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|
3,326 | $1,646,636 | |
| 7 | CMI |
Cummins Inc
|
1,808 | $1,289,483 | |
| 8 | DOV |
DOVER Corp
|
2,029 | $455,064 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,636 | 3,326 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,222,345 | 3,406 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,924,340 | 4,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,996,864 | 5,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,250,119 | 6,774 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,119,491 | 8,203 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||