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Lenox Wealth Advisors’s Gencor Industries GENC Stock Holding History

Lenox 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
2020
Q2 		– Sell
-108
Closed -$1K – 670
2020
Q1 		$1K Hold
108
– – ﹤0.01% 684
2019
Q4 		$1K Hold
108
– – ﹤0.01% 677
2019
Q3 		$1K Buy
+108
New +$1.31K ﹤0.01% 572

Other funds holding GENC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's GENC Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Gencor Industries (GENC) in Q2 2020, closing a stake of 108 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in GENC in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 52 funds tracked by Wall St. Rank hold GENC as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Gencor Industries position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 108 Gencor Industries shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Gencor Industries in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Gencor Industries position peaked at $1K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held Gencor Industries as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.