Gen-Wealth Partners
EME icon

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
Q3 		$1.01M Buy
1,344
+869
+183% +$670K 0.28% 81
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Gen-Wealth Partners's EME Position: Q3 2026 in Review

Gen-Wealth Partners increased its Emcor (EME) stake by 183% in Q3 2026, buying an estimated $670K and bringing the position to 1,344 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #81.

Gen-Wealth Partners first reported a position in EME in Q1 2024 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Gen-Wealth Partners held 1,344 shares of Emcor worth $1.01M as of Q3 2026.
  • Gen-Wealth Partners bought 869 Emcor shares in Q3 2026, an estimated $670K.
  • Emcor made up 0.28% of Gen-Wealth Partners's portfolio in Q3 2026, its #81 holding.
  • Gen-Wealth Partners first reported a position in Emcor in Q1 2024 and has held it in 11 quarters since.
  • 636 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.