SEC 13F Intelligence

Geneva Partners, LLC / ROK

Geneva Partners, LLC’s Rockwell Automation Inc Position

Does Geneva Partners, LLC own Rockwell Automation Inc (ROK)? Not currently — the last reported position was 13.5K shares worth $5M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2021
Shares
13.5K
% of Portfolio
+2.24%
Quarters Held
7
position exited

Position History ROK

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $5MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $3MQ2 ’21Q3 ’21: $3MQ3 ’21Q4 ’21: $5MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202113.5K$5M+2.24%
Q3 202110.0K$3M+1.39%
Q2 202110.5K$3M+1.38%
Q1 202116.3K$4M+2.24%
Q4 202018.3K$5M+2.42%
Q3 202014.5K$3M+1.96%
Q2 202014.7K$3M+2.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Geneva Partners, LLC’s full portfolio or all institutional holders of ROK.