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
Q1 		$516K Buy
+34,394
New +$502K ﹤0.01% 3006

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

Creative Planning's GENC Position: Q1 2026 in Review

Creative Planning opened a new position in Gencor Industries (GENC) in Q1 2026: 34,394 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #3006 among its holdings.

99 funds tracked by Wall St. Rank hold GENC as of Q1 2026.

  • Creative Planning held 34,394 shares of Gencor Industries worth $516K as of Q1 2026.
  • Gencor Industries was a new Creative Planning position in Q1 2026.
  • Gencor Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3006 holding.
  • 99 funds tracked by Wall St. Rank held Gencor Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.