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Axxcess Wealth Management’s Generac Holdings GNRC Stock Holding History

Axxcess 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
2025
Q4 		– Sell
-2,300
Closed -$385K – 1068
2025
Q3 		$385K Sell
2,300
-500
-18% -$87.6K 0.01% 690
2025
Q2 		$401K Hold
2,800
– – 0.01% 644
2025
Q1 		$355K Buy
+2,800
New +$402K 0.01% 634
2024
Q3 		– Sell
-2,805
Closed -$371K – 912
2024
Q2 		$371K Buy
+2,805
New +$388K 0.01% 593

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Axxcess Wealth Management's GNRC Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Generac Holdings (GNRC) in Q4 2025, closing a stake of 2,300 shares — an estimated $385K sold.

Axxcess Wealth Management first reported a position in GNRC in Q2 2024 and held it in 4 quarters. The position peaked at $401K in Q2 2025. 747 funds tracked by Wall St. Rank hold GNRC as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Generac Holdings position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,300 Generac Holdings shares in Q4 2025, an estimated $385K.
  • Axxcess Wealth Management first reported a position in Generac Holdings in Q2 2024 and held it in 4 quarters.
  • Axxcess Wealth Management's Generac Holdings position peaked at $401K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.