Gen-Wealth Partners
ERIE icon

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
Q3 		$243K Buy
1,110
+5
+0.5% +$1.22K 0.07% 196
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Gen-Wealth Partners increased its Erie Indemnity (ERIE) stake by 0.45% in Q3 2026, buying an estimated $1.22K and bringing the position to 1,110 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #196.

Gen-Wealth Partners first reported a position in ERIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $461K in Q3 2025. 323 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Gen-Wealth Partners held 1,110 shares of Erie Indemnity worth $243K as of Q3 2026.
  • Gen-Wealth Partners bought 5 Erie Indemnity shares in Q3 2026, an estimated $1.22K.
  • Erie Indemnity made up 0.07% of Gen-Wealth Partners's portfolio in Q3 2026, its #196 holding.
  • Gen-Wealth Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Erie Indemnity position peaked at $461K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

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