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Pinnacle Wealth Planning Services’s Gencor Industries GENC Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-1,336
Closed -$16K – 974
2020
Q4 		$16K Buy
+1,336
New +$16.2K ﹤0.01% 1235

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's GENC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Gencor Industries (GENC) in Q1 2021, closing a stake of 1,336 shares — an estimated $16K sold.

Pinnacle Wealth Planning Services first reported a position in GENC in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 50 funds tracked by Wall St. Rank hold GENC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Gencor Industries position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,336 Gencor Industries shares in Q1 2021, an estimated $16K.
  • Pinnacle Wealth Planning Services first reported a position in Gencor Industries in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Gencor Industries position peaked at $16K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Gencor Industries as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.