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Gen-Wealth Partners’s Erie Indemnity ERIE Stock Holding History

Gen-Wealth Partners’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
1,105
-82
-7% -$18.8K 0.07% 216
2026
Q1 		$298K Buy
1,187
+212
+22% +$56.9K 0.09% 209
2025
Q4 		$279K Sell
975
-473
-33% -$141K 0.09% 224
2025
Q3 		$461K Buy
+1,448
New +$500K 0.16% 163

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Erie Indemnity (ERIE) stake by 6.9% in Q2 2026, selling an estimated $18.8K and leaving 1,105 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #216.

Gen-Wealth Partners first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $461K in Q3 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Gen-Wealth Partners held 1,105 shares of Erie Indemnity worth $265K as of Q2 2026.
  • Gen-Wealth Partners sold 82 Erie Indemnity shares in Q2 2026, an estimated $18.8K.
  • Erie Indemnity made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #216 holding.
  • Gen-Wealth Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's Erie Indemnity position peaked at $461K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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