Geneos Wealth Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
203
-298
| -59% | -$159K | ﹤0.01% | 1219 |
|
|
2025
Q1 | $185K | Buy |
501
+387
| +339% | +$143K | ﹤0.01% | 1267 |
|
|
2024
Q4 | $51.7K | Hold |
114
| – | – | ﹤0.01% | 1310 |
|
|
2024
Q3 | $49.1K | Buy |
114
+62
| +119% | +$26.7K | ﹤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% | +$4.31K | ﹤0.01% | 1522 |
|
|
2023
Q3 | $6.73K | Buy |
+32
| New | +$6.73K | ﹤0.01% | 1660 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$5K | – | 3135 |
|
|
2020
Q4 | $5K | Sell |
49
-256
| -84% | -$26.1K | ﹤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% | -$5.73K | ﹤0.01% | 1537 |
|
|
2018
Q3 | $30K | Buy |
+402
| New | +$30K | ﹤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 | +$4K | ﹤0.01% | 1623 |
|