Carson Wealth (CWM LLC)’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Buy |
12,669
+3,883
| +44% | +$746K | 0.01% | 1111 |
|
|
2025
Q4 | $1.2M | Sell |
8,786
-8,367
| -49% | -$1.35M | ﹤0.01% | 1390 |
|
|
2025
Q3 | $2.87M | Buy |
17,153
+8,713
| +103% | +$1.53M | 0.01% | 939 |
|
|
2025
Q2 | $1.21M | Buy |
8,440
+4,897
| +138% | +$597K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $449K | Sell |
3,543
-11,158
| -76% | -$1.6M | ﹤0.01% | 1492 |
|
|
2024
Q4 | $2.28M | Sell |
14,701
-1,536
| -9% | -$265K | 0.01% | 739 |
|
|
2024
Q3 | $2.58M | Sell |
16,237
-1,814
| -10% | -$269K | 0.01% | 623 |
|
|
2024
Q2 | $2.39M | Sell |
18,051
-3,299
| -15% | -$456K | 0.01% | 596 |
|
|
2024
Q1 | $2.69M | Sell |
21,350
-14,889
| -41% | -$1.75M | 0.01% | 547 |
|
|
2023
Q4 | $4.68M | Sell |
36,239
-3,152
| -8% | -$346K | 0.03% | 407 |
|
|
2023
Q3 | $4.29M | Buy |
39,391
+8,679
| +28% | +$1.07M | 0.03% | 389 |
|
|
2023
Q2 | $4.58M | Sell |
30,712
-257
| -0.8% | -$29.3K | 0.03% | 356 |
|
|
2023
Q1 | $3.35M | Sell |
30,969
-779
| -2% | -$90.1K | 0.02% | 398 |
|
|
2022
Q4 | $3.2M | Sell |
31,748
-9,675
| -23% | -$1.09M | 0.02% | 385 |
|
|
2022
Q3 | $7.38M | Sell |
41,423
-1,871
| -4% | -$429K | 0.06% | 227 |
|
|
2022
Q2 | $9.12M | Sell |
43,294
-5,918
| -12% | -$1.46M | 0.07% | 208 |
|
|
2022
Q1 | $14.6M | Sell |
49,212
-6,791
| -12% | -$2.04M | 0.1% | 176 |
|
|
2021
Q4 | $19.7M | Buy |
+56,003
| New | +$23.2M | 0.14% | 146 |
|
|
2021
Q2 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2021
Q1 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q4 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q3 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q2 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q1 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q4 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q3 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q2 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q1 | $23.9M | Sell |
57,572
-16,654
| -22% | -$869K | 0.19% | 107 |
|
|
2018
Q4 | $3.69M | Sell |
74,226
-14,189
| -16% | -$761K | 0.09% | 190 |
|
|
2018
Q3 | $4.99M | Buy |
88,415
+27,037
| +44% | +$1.48M | 0.13% | 160 |
|
|
2018
Q2 | $3.17M | Buy |
61,378
+1,965
| +3% | +$95.4K | 0.1% | 168 |
|
|
2018
Q1 | $2.73M | Sell |
59,413
-5,094
| -8% | -$242K | 0.11% | 151 |
|
|
2017
Q4 | $3.19M | Sell |
64,507
-3,674
| -5% | -$183K | 0.14% | 122 |
|
|
2017
Q3 | $3.13M | Buy |
68,181
+19,430
| +40% | +$764K | 0.15% | 106 |
|
|
2017
Q2 | $1.76M | Buy |
+48,751
| New | +$1.74M | 0.09% | 163 |
|
|
2015
Q4 | – | Sell |
-23
| Closed | -$1K | – | 711 |
|
|
2015
Q3 | $1K | Buy |
+23
| New | +$738 | ﹤0.01% | 605 |
|
Other funds holding GNRC
DAM
AI
Carson Wealth (CWM LLC)'s GNRC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Generac Holdings (GNRC) stake by 44% in Q1 2026, buying an estimated $746K and bringing the position to 12,669 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #1111.
Carson Wealth (CWM LLC) first reported a position in GNRC in Q3 2015 and has held it in 36 quarters since. The position peaked at $23.9M in Q2 2021. 868 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,669 shares of Generac Holdings worth $2.47M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,883 Generac Holdings shares in Q1 2026, an estimated $746K.
- Generac Holdings made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1111 holding.
- Carson Wealth (CWM LLC) first reported a position in Generac Holdings in Q3 2015 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Generac Holdings position peaked at $23.9M in Q2 2021.
- 868 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.