Position in ROK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,076
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $2,102,999 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,790 | $2,102,999 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,076 | 3 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||