SAG
SageView Advisory Group’s Gencor Industries GENC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
33,999
+6,548
| +24% | +$108K | 0.02% | 350 |
|
|
2025
Q1 | $334K | Buy |
27,451
+8,663
| +46% | +$105K | 0.01% | 442 |
|
|
2024
Q4 | $332K | Hold |
18,788
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $392K | Buy |
+18,788
| New | +$392K | 0.02% | 336 |
|
|
2023
Q4 | – | Sell |
-21,115
| Closed | -$298K | – | 684 |
|
|
2023
Q3 | $298K | Buy |
21,115
+500
| +2% | +$7.07K | 0.02% | 425 |
|
|
2023
Q2 | $321K | Buy |
20,615
+964
| +5% | +$15K | 0.02% | 431 |
|
|
2023
Q1 | $302K | Hold |
19,651
| – | – | 0.02% | 384 |
|
|
2022
Q4 | $198K | Buy |
+19,651
| New | +$198K | 0.02% | 398 |
|