Financial Gravity Asset Management, Inc.
Position in SMERY — Siemens Energy AG/ADR
CIK 1741736
Lakeway, TX
Position in SMERY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$0
New position
Shares Held
304
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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $417,028 across 9 Specialty Industrial Machinery names. SMERY ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
333 | $290,675 | |
| 2 | ROK |
Rockwell Automation, Inc
|
120 | $43,065 | |
| 3 | XYL |
Xylem Inc.
|
344 | $41,108 | |
| 4 | ITT |
Itt Inc.
|
172 | $32,771 | |
| 5 | OTIS |
Otis Worldwide Corp
|
70 | $5,395 | |
| 6 | PH |
Parker-Hannifin Corp
|
4 | $3,580 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1 | $260 | |
| 8 | PNR |
PENTAIR plc
|
2 | $174 |
All Filings in SMERY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 304 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||