Creative Planning
GENC icon

Creative Planning’s Gencor Industries GENC Stock Holding History

Creative Planning’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
Q2 		$512K Sell
34,343
-51
-0.1% -$755 ﹤0.01% 3160
2026
Q1 		$516K Buy
+34,394
New +$502K ﹤0.01% 3006

Other funds holding GENC

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Creative Planning's GENC Position: Q2 2026 in Review

Creative Planning reduced its Gencor Industries (GENC) stake by 0.15% in Q2 2026, selling an estimated $755 and leaving 34,343 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Creative Planning first reported a position in GENC in Q1 2026 and has held it in 2 quarters since. The position peaked at $516K in Q1 2026. 93 funds tracked by Wall St. Rank hold GENC as of Q2 2026.

  • Creative Planning held 34,343 shares of Gencor Industries worth $512K as of Q2 2026.
  • Creative Planning sold 51 Gencor Industries shares in Q2 2026, an estimated $755.
  • Gencor Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3160 holding.
  • Creative Planning first reported a position in Gencor Industries in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Gencor Industries position peaked at $516K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Gencor Industries as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.