Position in VRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,721,523
+$940,587 QoQ
Shares Held
11,115
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#60
of 299 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Spire Wealth Management holds $6,482,068 across 12 Electrical Equipment & Parts names. VRT ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
11,115 | $3,721,523 | |
| 2 | BE |
Bloom Energy Corp
|
5,214 | $1,578,277 | |
| 3 | POWL |
Powell Industries Inc
|
3,162 | $905,470 | |
| 4 | HUBB |
Hubbell Inc
|
187 | $97,838 | |
| 5 | NVT |
nVent Electric plc
|
503 | $85,313 | |
| 6 | ENS |
EnerSys
|
276 | $64,534 | |
| 7 | PLUG |
Plug Power Inc
|
5,300 | $14,363 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
961 | $5,650 |
All Filings in VRT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,721,523 | 11,115 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,780,936 | 11,098 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,560,830 | 34,324 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,188,475 | 7,878 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $481,537 | 3,750 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $191,618 | 2,654 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $909,107 | 8,002 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $270,115 | 2,715 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $738,095 | 8,526 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $156,806 | 1,920 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $324,490 | 6,756 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $210,440 | 5,657 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,006 | 81 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,870 | 550 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,098 | 300 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,916 | 300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,466 | 300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,200 | 300 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,491 | 300 | Shares | Sole | 2022-01-14 | |
| 2021-06-30 | $4,231 | 155 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $12,100 | 605 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||