Goldenstone Wealth Management LLC
Position in ROK — Rockwell Automation, Inc
CIK 2109094
EL DORADO HILLS, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$242,589
+$33,659 QoQ
Shares Held
490
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,193
of 1,525 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Goldenstone Wealth Management LLC holds $586,822 across 2 Specialty Industrial Machinery names. ROK ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
293 | $344,233 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
490 | $242,589 |
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,589 | 490 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $208,930 | 537 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||