GeoWealth Management’s Rockwell Automation ROK Stock Holding History

GeoWealth Management’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 Q2	$44.5K	Buy
2025 Q1	$32.8K	Sell
2024 Q4	$81.5K	Sell
2024 Q3	$83.2K	Buy
2023 Q4	–	Sell
2023 Q3	$5K	Buy
2023 Q2	–	Sell
2023 Q1	$1K	Buy