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Gen-Wealth Partners’s Rockwell Automation ROK Stock Holding History

Gen-Wealth Partners’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
2026
Q1 		$10.8K Hold
30
– – ﹤0.01% 542
2025
Q4 		$11.7K Hold
30
– – ﹤0.01% 517
2025
Q3 		$10.5K Hold
30
– – ﹤0.01% 518
2025
Q2 		$9.96K Hold
30
– – ﹤0.01% 463
2025
Q1 		$7.75K Hold
30
– – ﹤0.01% 462
2024
Q4 		$8.57K Hold
30
– – ﹤0.01% 484
2024
Q3 		$8K Buy
+30
New +$7.96K ﹤0.01% 510

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gen-Wealth Partners's ROK Position: Q1 2026 in Review

Gen-Wealth Partners held its Rockwell Automation (ROK) position steady in Q1 2026 at 30 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Gen-Wealth Partners first reported a position in ROK in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.7K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Gen-Wealth Partners held 30 shares of Rockwell Automation worth $10.8K as of Q1 2026.
  • Gen-Wealth Partners left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #542 holding.
  • Gen-Wealth Partners first reported a position in Rockwell Automation in Q3 2024 and has held it in 7 quarters since.
  • Gen-Wealth Partners's Rockwell Automation position peaked at $11.7K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.