True Wealth Design’s Gencor Industries GENC Stock Holding History

True Wealth Design’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
2026 Q2	$75	Sell	5 -3	-38%	-$44	﹤0.01%	2569
2026 Q1	$120	Buy	8 +3	+60%	+$44	﹤0.01%	2436
2025 Q4	$65	Sell	5 -1	-17%	-$13	﹤0.01%	2393
2025 Q3	$88	Sell	6 -5	-45%	-$76	﹤0.01%	2472
2025 Q2	$154	Buy	11 +7	+175%	+$92	﹤0.01%	2140
2025 Q1	$49	Buy	+4	New	+$57	﹤0.01%	2389
2024 Q4	–	Sell	-1	Closed	-$21	–	1422
2024 Q3	$21	Buy	+1	New	+$20	﹤0.01%	1268

Other funds holding GENC

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

True Wealth Design's GENC Position: Q2 2026 in Review

True Wealth Design reduced its Gencor Industries (GENC) stake by 38% in Q2 2026, selling an estimated $44 and leaving 5 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

True Wealth Design first reported a position in GENC in Q3 2024 and has held it in 7 quarters since. The position peaked at $154 in Q2 2025. 17 funds tracked by Wall St. Rank hold GENC as of Q2 2026.

True Wealth Design held 5 shares of Gencor Industries worth $75 as of Q2 2026.
True Wealth Design sold 3 Gencor Industries shares in Q2 2026, an estimated $44.
Gencor Industries made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2569 holding.
True Wealth Design first reported a position in Gencor Industries in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Gencor Industries position peaked at $154 in Q2 2025.
17 funds tracked by Wall St. Rank held Gencor Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.