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EverSource Wealth Advisors’s Gencor Industries GENC Stock Holding History

EverSource Wealth Advisors’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 		$522 Sell
35
-15
-30% -$222 ﹤0.01% 4116
2026
Q1 		$750 Buy
50
+7
+16% +$102 ﹤0.01% 3953
2025
Q4 		$557 Sell
43
-39
-48% -$523 ﹤0.01% 3852
2025
Q3 		$1.2K Buy
82
+57
+228% +$863 ﹤0.01% 3705
2025
Q2 		$350 Buy
25
+21
+525% +$275 ﹤0.01% 3978
2025
Q1 		$49 Sell
4
-10
-71% -$142 ﹤0.01% 3903
2024
Q4 		$247 Buy
+14
New +$289 ﹤0.01% 3386

Other funds holding GENC

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EverSource Wealth Advisors's GENC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Gencor Industries (GENC) stake by 30% in Q2 2026, selling an estimated $222 and leaving 35 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #4116.

EverSource Wealth Advisors first reported a position in GENC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2K in Q3 2025. 17 funds tracked by Wall St. Rank hold GENC as of Q2 2026.

  • EverSource Wealth Advisors held 35 shares of Gencor Industries worth $522 as of Q2 2026.
  • EverSource Wealth Advisors sold 15 Gencor Industries shares in Q2 2026, an estimated $222.
  • Gencor Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4116 holding.
  • EverSource Wealth Advisors first reported a position in Gencor Industries in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Gencor Industries position peaked at $1.2K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Gencor Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.