AE Wealth Management’s Generac Holdings GNRC Stock Holding History

AE Wealth Management’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Buy	+1,311	New	+$252K	﹤0.01%	1476
2024 Q1	–	Sell	-9,187	Closed	-$1.05M	–	1487
2023 Q4	$1.05M	Buy	9,187 +2,300	+33%	+$252K	0.01%	1135
2023 Q3	$750K	Buy	+6,887	New	+$852K	﹤0.01%	1212
2022 Q4	–	Sell	-7,180	Closed	-$1.28M	–	1851
2022 Q3	$1.28M	Buy	7,180 +2,976	+71%	+$682K	0.01%	848
2022 Q2	$885K	Buy	+4,204	New	+$1.03M	0.01%	930
2022 Q1	–	Sell	-834	Closed	-$294K	–	1729
2021 Q4	$294K	Sell	834 -613	-42%	-$254K	﹤0.01%	1455
2021 Q3	$591K	Buy	1,447 +463	+47%	+$198K	﹤0.01%	1106
2021 Q2	$409K	Buy	984 +339	+53%	+$114K	﹤0.01%	1218
2021 Q1	$211K	Buy	+645	New	+$190K	﹤0.01%	1392

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AE Wealth Management's GNRC Position: Q1 2026 in Review

AE Wealth Management opened a new position in Generac Holdings (GNRC) in Q1 2026: 1,311 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in GNRC as recently as Q4 2023.

AE Wealth Management first reported a position in GNRC in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2022. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

AE Wealth Management held 1,311 shares of Generac Holdings worth $256K as of Q1 2026.
Generac Holdings was a new AE Wealth Management position in Q1 2026.
Generac Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1476 holding.
AE Wealth Management first reported a position in Generac Holdings in Q1 2021 and has held it in 9 quarters since.
AE Wealth Management's Generac Holdings position peaked at $1.28M in Q3 2022.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.