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Evolution Wealth Management’s Gencor Industries GENC Stock Holding History

Evolution Wealth Management’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 		$1.13K Hold
75
– – ﹤0.01% 780
2025
Q4 		$972 Buy
+75
New +$1K ﹤0.01% 682

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

Evolution Wealth Management's GENC Position: Q1 2026 in Review

Evolution Wealth Management held its Gencor Industries (GENC) position steady in Q1 2026 at 75 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Evolution Wealth Management first reported a position in GENC in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold GENC as of Q1 2026.

  • Evolution Wealth Management held 75 shares of Gencor Industries worth $1.13K as of Q1 2026.
  • Evolution Wealth Management left its Gencor Industries share count unchanged in Q1 2026.
  • Gencor Industries made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #780 holding.
  • Evolution Wealth Management first reported a position in Gencor Industries in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Gencor Industries as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.