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Geneos Wealth Management’s Emcor EME Stock Holding History

Geneos Wealth Management’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.3K Hold
64
– – ﹤0.01% 1448
2025
Q4 		$39.2K Buy
64
+12
+23% +$7.77K ﹤0.01% 1487
2025
Q3 		$33.8K Sell
52
-151
-74% -$91.6K ﹤0.01% 1522
2025
Q2 		$109K Sell
203
-298
-59% -$131K ﹤0.01% 1219
2025
Q1 		$185K Buy
501
+387
+339% +$167K ﹤0.01% 1267
2024
Q4 		$51.7K Hold
114
– – ﹤0.01% 1310
2024
Q3 		$49.1K Buy
114
+62
+119% +$23.4K ﹤0.01% 1201
2024
Q2 		$19K Hold
52
– – ﹤0.01% 1368
2024
Q1 		$18.2K Hold
52
– – ﹤0.01% 1386
2023
Q4 		$11.2K Buy
52
+20
+63% +$4.2K ﹤0.01% 1522
2023
Q3 		$6.73K Buy
+32
New +$6.69K ﹤0.01% 1660
2021
Q1 		– Sell
-49
Closed -$5K – 3135
2020
Q4 		$5K Sell
49
-256
-84% -$20.6K ﹤0.01% 2464
2020
Q3 		$20K Hold
305
– – ﹤0.01% 1649
2020
Q2 		$19K Hold
305
– – ﹤0.01% 1637
2020
Q1 		$17K Hold
305
– – ﹤0.01% 1572
2019
Q4 		$26K Hold
305
– – ﹤0.01% 1571
2019
Q3 		$25K Hold
305
– – ﹤0.01% 1502
2019
Q2 		$26K Hold
305
– – ﹤0.01% 1505
2019
Q1 		$22K Hold
305
– – ﹤0.01% 1523
2018
Q4 		$18K Sell
305
-97
-24% -$6.72K ﹤0.01% 1537
2018
Q3 		$30K Buy
+402
New +$31K ﹤0.01% 1402
2018
Q1 		– Sell
-69
Closed -$5K – 2184
2017
Q4 		$5K Hold
69
– – ﹤0.01% 1807
2017
Q3 		$4K Hold
69
– – ﹤0.01% 1811
2017
Q2 		$4K Hold
69
– – ﹤0.01% 1777
2017
Q1 		$4K Hold
69
– – ﹤0.01% 1728
2016
Q4 		$4K Hold
69
– – ﹤0.01% 1682
2016
Q3 		$4K Buy
+69
New +$3.81K ﹤0.01% 1623

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's EME Position: Q1 2026 in Review

Geneos Wealth Management held its Emcor (EME) position steady in Q1 2026 at 64 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Geneos Wealth Management first reported a position in EME in Q3 2016 and has held it in 27 quarters since. The position peaked at $185K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Geneos Wealth Management held 64 shares of Emcor worth $47.3K as of Q1 2026.
  • Geneos Wealth Management left its Emcor share count unchanged in Q1 2026.
  • Emcor made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1448 holding.
  • Geneos Wealth Management first reported a position in Emcor in Q3 2016 and has held it in 27 quarters since.
  • Geneos Wealth Management's Emcor position peaked at $185K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.