SageView Advisory Group’s Gencor Industries GENC Stock Holding History

SageView Advisory Group’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
2025 Q4	$435K	Sell	33,598 -306	-0.9%	-$4.1K	0.01%	388
2025 Q3	$496K	Sell	33,904 -95	-0.3%	-$1.44K	0.02%	382
2025 Q2	$560K	Buy	33,999 +6,548	+24%	+$85.9K	0.02%	350
2025 Q1	$334K	Buy	27,451 +8,663	+46%	+$123K	0.01%	442
2024 Q4	$332K	Hold	18,788	–	–	0.01%	430
2024 Q3	$392K	Buy	+18,788	New	+$379K	0.02%	336
2023 Q4	–	Sell	-21,115	Closed	-$298K	–	684
2023 Q3	$298K	Buy	21,115 +500	+2%	+$7.35K	0.02%	425
2023 Q2	$321K	Buy	20,615 +964	+5%	+$13.8K	0.02%	431
2023 Q1	$302K	Hold	19,651	–	–	0.02%	384
2022 Q4	$198K	Buy	+19,651	New	+$197K	0.02%	398

Other funds holding GENC

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SageView Advisory Group's GENC Position: Q4 2025 in Review

SageView Advisory Group reduced its Gencor Industries (GENC) stake by 0.9% in Q4 2025, selling an estimated $4.1K and leaving 33,598 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #388.

SageView Advisory Group first reported a position in GENC in Q4 2022 and has held it in 10 quarters since. The position peaked at $560K in Q2 2025. 93 funds tracked by Wall St. Rank hold GENC as of Q4 2025.

SageView Advisory Group held 33,598 shares of Gencor Industries worth $435K as of Q4 2025.
SageView Advisory Group sold 306 Gencor Industries shares in Q4 2025, an estimated $4.1K.
Gencor Industries made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #388 holding.
SageView Advisory Group first reported a position in Gencor Industries in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Gencor Industries position peaked at $560K in Q2 2025.
93 funds tracked by Wall St. Rank held Gencor Industries as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.