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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
Q2 		$14.9K Hold
30
– – ﹤0.01% 526
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gen-Wealth Partners's ROK Position: Q2 2026 in Review

Gen-Wealth Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 30 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Gen-Wealth Partners first reported a position in ROK in Q3 2024 and has held it in 8 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Gen-Wealth Partners held 30 shares of Rockwell Automation worth $14.9K as of Q2 2026.
  • Gen-Wealth Partners left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #526 holding.
  • Gen-Wealth Partners first reported a position in Rockwell Automation in Q3 2024 and has held it in 8 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.