GC Wealth Management RIA’s Rockwell Automation ROK Stock Holding History

GC Wealth Management RIA’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,582	Closed	-$553K	–	788
2025 Q3	$553K	Buy	1,582 +570	+56%	+$197K	0.02%	526
2025 Q2	$336K	Buy	+1,012	New	+$288K	0.03%	409
2024 Q4	–	Sell	-2,083	Closed	-$559K	–	312
2024 Q3	$559K	Buy	+2,083	New	+$553K	0.1%	179

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GC Wealth Management RIA's ROK Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 1,582 shares — an estimated $553K sold.

GC Wealth Management RIA first reported a position in ROK in Q3 2024 and held it in 3 quarters. The position peaked at $559K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

GC Wealth Management RIA reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 1,582 Rockwell Automation shares in Q4 2025, an estimated $553K.
GC Wealth Management RIA first reported a position in Rockwell Automation in Q3 2024 and held it in 3 quarters.
GC Wealth Management RIA's Rockwell Automation position peaked at $559K in Q3 2024.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.