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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Emerson Electric (EMR) stake by 2.4% in Q1 2026, selling an estimated $10.6K and leaving 2,995 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #160.

Gen-Wealth Partners first reported a position in EMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $638K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Gen-Wealth Partners held 2,995 shares of Emerson Electric worth $392K as of Q1 2026.
Gen-Wealth Partners sold 74 Emerson Electric shares in Q1 2026, an estimated $10.6K.
Emerson Electric made up 0.12% of Gen-Wealth Partners's portfolio in Q1 2026, its #160 holding.
Gen-Wealth Partners first reported a position in Emerson Electric in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Emerson Electric position peaked at $638K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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