Skip to main content

GeoWealth Management, LLC

Position in EME — EMCOR Group, Inc.

CIK 1593387 CHICAGO, IL

Position in EME

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$369,296
+$82,832 QoQ
Shares Held
445
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#849
of 1,229 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 14% Shared 12% None 73%

Common Shares in EME Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

GeoWealth Management, LLC holds $3,472,859 across 6 Engineering & Construction names. EME ranks #3 (10.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EME
EMCOR Group, Inc.
This page
445 $369,296

All Filings in EME

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $369,296 445
2026-03-31 $286,464 388
2025-12-31 $260,622 426
2025-09-30 $303,335 467
2025-06-30 $188,281 352
2025-03-31 $719,299 1,946
2024-12-31 $114,836 253
2024-09-30 $96,868 225
2024-03-31 $82,997 237