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GENC icon

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
Q3 		$137 Buy
8
+3
+60% +$50 ﹤0.01% 2403
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's GENC Position: Q3 2026 in Review

True Wealth Design increased its Gencor Industries (GENC) stake by 60% in Q3 2026, buying an estimated $50 and bringing the position to 8 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

True Wealth Design first reported a position in GENC in Q3 2024 and has held it in 8 quarters since. The position peaked at $154 in Q2 2025. 6 funds tracked by Wall St. Rank hold GENC as of Q3 2026.

  • True Wealth Design held 8 shares of Gencor Industries worth $137 as of Q3 2026.
  • True Wealth Design bought 3 Gencor Industries shares in Q3 2026, an estimated $50.
  • Gencor Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2403 holding.
  • True Wealth Design first reported a position in Gencor Industries in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Gencor Industries position peaked at $154 in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Gencor Industries as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.