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Institute for Wealth Management’s Gencor Industries GENC Stock Holding History

Institute for 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
Q2 		$20.6K Buy
+1,380
New +$20.4K ﹤0.01% 1125
2019
Q1 		– Sell
-11,501
Closed -$126K – 457
2018
Q4 		$126K Buy
+11,501
New +$131K 0.05% 253
2018
Q1 		– Sell
-10,701
Closed – – 307
2017
Q4 		$0 Buy
+10,701
New +$187K ﹤0.01% 408
2017
Q3 		– Sell
-10,701
Closed -$173K – 299
2017
Q2 		$173K Buy
+10,701
New +$171K 0.05% 386

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

Institute for Wealth Management's GENC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Gencor Industries (GENC) in Q2 2026: 1,380 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GENC as recently as Q4 2018.

Institute for Wealth Management first reported a position in GENC in Q2 2017 and has held it in 4 quarters since. The position peaked at $173K in Q2 2017. 92 funds tracked by Wall St. Rank hold GENC as of Q2 2026.

  • Institute for Wealth Management held 1,380 shares of Gencor Industries worth $20.6K as of Q2 2026.
  • Gencor Industries was a new Institute for Wealth Management position in Q2 2026.
  • Gencor Industries made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • Institute for Wealth Management first reported a position in Gencor Industries in Q2 2017 and has held it in 4 quarters since.
  • Institute for Wealth Management's Gencor Industries position peaked at $173K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held Gencor Industries as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.