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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
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gen-Wealth Partners increased its Emcor (EME) stake by 1.3% in Q1 2026, buying an estimated $4.37K and bringing the position to 475 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #173.

Gen-Wealth Partners first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Gen-Wealth Partners held 475 shares of Emcor worth $351K as of Q1 2026.
  • Gen-Wealth Partners bought 6 Emcor shares in Q1 2026, an estimated $4.37K.
  • Emcor made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #173 holding.
  • Gen-Wealth Partners first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

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