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Jamison Private Wealth Management’s Gencor Industries GENC Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-2,000
Closed – – 305
2024
Q3 		$0 Hold
2,000
– – ﹤0.01% 468
2024
Q2 		$0 Hold
2,000
– – ﹤0.01% 470
2024
Q1 		$0 Buy
+2,000
New +$32.2K ﹤0.01% 493

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Jamison Private Wealth Management's GENC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Gencor Industries (GENC) in Q4 2024, closing a stake of 2,000 shares.

Jamison Private Wealth Management first reported a position in GENC in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 74 funds tracked by Wall St. Rank hold GENC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Gencor Industries position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,000 Gencor Industries shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Gencor Industries in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Gencor Industries position peaked at $0 in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Gencor Industries as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.