Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gencor Industries GENC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GENC Stock Details GENC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5K Buy
1,367
+515
+60% +$7.52K ﹤0.01% 4397
2025
Q4 		$11K Sell
852
-705
-45% -$9.45K ﹤0.01% 4496
2025
Q3 		$23K Buy
1,557
+838
+117% +$12.7K ﹤0.01% 4034
2025
Q2 		$10K Buy
719
+382
+113% +$5.01K ﹤0.01% 4289
2025
Q1 		$4K Sell
337
-146
-30% -$2.07K ﹤0.01% 4535
2024
Q4 		$9K Sell
483
-35
-7% -$723 ﹤0.01% 3923
2024
Q3 		$11K Buy
518
+291
+128% +$5.87K ﹤0.01% 3732
2024
Q2 		$4K Buy
227
+217
+2,170% +$3.99K ﹤0.01% 3957
2024
Q1 		$0 Buy
+10
New +$161 ﹤0.01% 4473

Other funds holding GENC

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GENC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Gencor Industries (GENC) stake by 60% in Q1 2026, buying an estimated $7.52K and bringing the position to 1,367 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4397.

Carson Wealth (CWM LLC) first reported a position in GENC in Q1 2024 and has held it in 9 quarters since. The position peaked at $23K in Q3 2025. 99 funds tracked by Wall St. Rank hold GENC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,367 shares of Gencor Industries worth $20.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 515 Gencor Industries shares in Q1 2026, an estimated $7.52K.
  • Gencor Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4397 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gencor Industries in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Gencor Industries position peaked at $23K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Gencor Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.