GenWealth Group’s Emerson Electric EMR Stock Holding History

GenWealth Group’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,394	Closed	-$203K	–	88
2025 Q4	$203K	Sell	1,394 -163	-10%	-$21.6K	0.03%	80
2025 Q3	$204K	Hold	1,557	–	–	0.04%	71
2025 Q2	$208K	Buy	+1,557	New	+$179K	0.04%	68

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GenWealth Group's EMR Position: Q1 2026 in Review

GenWealth Group sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,394 shares — an estimated $203K sold.

GenWealth Group first reported a position in EMR in Q2 2025 and held it in 3 quarters. The position peaked at $208K in Q2 2025. 2,210 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

GenWealth Group reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
GenWealth Group sold 1,394 Emerson Electric shares in Q1 2026, an estimated $203K.
GenWealth Group first reported a position in Emerson Electric in Q2 2025 and held it in 3 quarters.
GenWealth Group's Emerson Electric position peaked at $208K in Q2 2025.
2,210 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on GenWealth Group's 13F filing for Q1 2026, filed 11 May 2026.