Avion Wealth’s Generac Holdings GNRC Stock Holding History

Avion Wealth’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 Q3	$21K	Buy	105 +100	+2,000%	+$20.8K	﹤0.01%	377
2026 Q2	$1K	Hold	5	–	–	﹤0.01%	1244
2026 Q1	$0	Hold	5	–	–	﹤0.01%	1382
2025 Q4	$0	Hold	5	–	–	﹤0.01%	1368
2025 Q3	$0	Hold	5	–	–	﹤0.01%	1328
2025 Q2	$0	Hold	5	–	–	﹤0.01%	1337
2025 Q1	$0	Buy	+5	New	+$717	﹤0.01%	1156
2024 Q4	–	Sell	-5	Closed	–	–	1114
2024 Q3	$0	Hold	5	–	–	﹤0.01%	1135
2024 Q2	$0	Hold	5	–	–	﹤0.01%	1066
2024 Q1	$1K	Hold	5	–	–	﹤0.01%	954
2023 Q4	$1K	Sell	5 -100	-95%	-$11K	﹤0.01%	805
2023 Q3	$11K	Buy	105 +100	+2,000%	+$12.4K	﹤0.01%	258
2023 Q2	$0	Buy	+5	New	+$570	﹤0.01%	846

Other funds holding GNRC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Avion Wealth's GNRC Position: Q3 2026 in Review

Avion Wealth increased its Generac Holdings (GNRC) stake by 2,000% in Q3 2026, buying an estimated $20.8K and bringing the position to 105 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Avion Wealth first reported a position in GNRC in Q2 2023 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

Avion Wealth held 105 shares of Generac Holdings worth $21K as of Q3 2026.
Avion Wealth bought 100 Generac Holdings shares in Q3 2026, an estimated $20.8K.
Generac Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #377 holding.
Avion Wealth first reported a position in Generac Holdings in Q2 2023 and has held it in 13 quarters since.
565 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.