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Gen-Wealth Partners’s Emerson Electric EMR Stock Holding History

Gen-Wealth Partners’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392K Sell
2,740
-255
-9% -$35.9K 0.11% 159
2026
Q1 		$392K Sell
2,995
-74
-2% -$10.6K 0.12% 160
2025
Q4 		$407K Sell
3,069
-1,122
-27% -$149K 0.13% 159
2025
Q3 		$550K Sell
4,191
-594
-12% -$81K 0.19% 128
2025
Q2 		$638K Buy
4,785
+10
+0.2% +$1.15K 0.25% 105
2025
Q1 		$524K Sell
4,775
-96
-2% -$11.6K 0.22% 124
2024
Q4 		$604K Sell
4,871
-669
-12% -$81.1K 0.26% 97
2024
Q3 		$604K Buy
5,540
+108
+2% +$11.6K 0.26% 95
2024
Q2 		$598K Buy
5,432
+396
+8% +$43.8K 0.29% 79
2024
Q1 		$571K Buy
+5,036
New +$517K 0.28% 80

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Emerson Electric (EMR) stake by 8.5% in Q2 2026, selling an estimated $35.9K and leaving 2,740 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #159.

Gen-Wealth Partners first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $638K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Gen-Wealth Partners held 2,740 shares of Emerson Electric worth $392K as of Q2 2026.
  • Gen-Wealth Partners sold 255 Emerson Electric shares in Q2 2026, an estimated $35.9K.
  • Emerson Electric made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Gen-Wealth Partners first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Emerson Electric position peaked at $638K in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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