GWP
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
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 $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gen-Wealth Partners increased its Erie Indemnity (ERIE) stake by 22% in Q1 2026, buying an estimated $56.9K and bringing the position to 1,187 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #209.

Gen-Wealth Partners first reported a position in ERIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $461K in Q3 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Gen-Wealth Partners held 1,187 shares of Erie Indemnity worth $298K as of Q1 2026.
  • Gen-Wealth Partners bought 212 Erie Indemnity shares in Q1 2026, an estimated $56.9K.
  • Erie Indemnity made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #209 holding.
  • Gen-Wealth Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Erie Indemnity position peaked at $461K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

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