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Gen-Wealth Partners’s Emcor EME Stock Holding History

Gen-Wealth Partners’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Hold
475
– – 0.11% 158
2026
Q1 		$351K Buy
475
+6
+1% +$4.37K 0.11% 173
2025
Q4 		$287K Buy
469
+5
+1% +$3.24K 0.09% 221
2025
Q3 		$301K Hold
464
– – 0.1% 201
2025
Q2 		$248K Sell
464
-214
-32% -$94.4K 0.1% 191
2025
Q1 		$251K Sell
678
-26
-4% -$11.2K 0.1% 188
2024
Q4 		$320K Hold
704
– – 0.14% 158
2024
Q3 		$304K Buy
704
+1
+0.1% +$377 0.13% 164
2024
Q2 		$257K Buy
703
+214
+44% +$78.9K 0.12% 173
2024
Q1 		$171K Buy
+489
New +$131K 0.08% 233

Other funds holding EME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Gen-Wealth Partners held its Emcor (EME) position steady in Q2 2026 at 475 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #158.

Gen-Wealth Partners first reported a position in EME in Q1 2024 and has held it in 10 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Gen-Wealth Partners held 475 shares of Emcor worth $394K as of Q2 2026.
  • Gen-Wealth Partners left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Gen-Wealth Partners first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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