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 Q2	$449K	Buy	1,532 +221	+17%	+$55.4K	﹤0.01%	1278
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AE Wealth Management's GNRC Position: Q2 2026 in Review

AE Wealth Management increased its Generac Holdings (GNRC) stake by 17% in Q2 2026, buying an estimated $55.4K and bringing the position to 1,532 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

AE Wealth Management first reported a position in GNRC in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2022. 1,002 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

AE Wealth Management held 1,532 shares of Generac Holdings worth $449K as of Q2 2026.
AE Wealth Management bought 221 Generac Holdings shares in Q2 2026, an estimated $55.4K.
Generac Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1278 holding.
AE Wealth Management first reported a position in Generac Holdings in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's Generac Holdings position peaked at $1.28M in Q3 2022.
1,002 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.