Position in GENC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$519
-$231 QoQ
Shares Held
35
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 92 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GENC Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,645,414 across 19 Farm & Heavy Construction Machinery names. GENC ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
8,107 | $5,142,507 | |
| 2 | CAT |
Caterpillar Inc
|
4,098 | $4,363,956 | |
| 3 | OSK |
Oshkosh Corp
|
2,231 | $342,409 | |
| 4 | PCAR |
Paccar Inc
|
2,379 | $285,760 | |
| 5 | BLBD |
Blue Bird Corp
|
2,496 | $197,081 | |
| 6 | CNH |
CNH Industrial N.V.
|
9,125 | $102,470 | |
| 7 | TEX |
Terex Corp
|
664 | $48,064 | |
| 8 | AGCO |
Agco Corp /De
|
302 | $36,147 |
All Filings in GENC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519 | 35 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $750 | 50 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $556 | 43 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,199 | 82 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $350 | 25 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48 | 4 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $247 | 14 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||