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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

GENC holding history

Gencor Industries Inc in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GENC overviewAll 13F holders of GENCFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$75
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of GENC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$75<0.1%−3−37.5%ReducedHolders
Q1 20268$120<0.1%+3+60.0%AddedHolders
Q4 20255$65<0.1%−1−16.7%ReducedHolders
Q3 20256$88<0.1%−5−45.5%ReducedHolders
Q2 202511$154<0.1%+7+175.0%AddedHolders
Q1 20254$49<0.1%+4NewHolders
Q4 20240$00.0%−1−100.0%Sold outHolders
Q3 20241$21<0.1%+1NewHolders