CWM
GNRC icon

Congress Wealth Management’s Generac Holdings GNRC Stock Holding History

Congress 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
Q2 		$10.8M Buy
75,656
+31,357
+71% +$3.83M 0.11% 231
2025
Q1 		$5.61M Buy
44,299
+23,142
+109% +$3.32M 0.07% 314
2024
Q4 		$3.28M Sell
21,157
-27,988
-57% -$4.83M 0.05% 340
2024
Q3 		$7.81M Buy
49,145
+13,790
+39% +$2.05M 0.1% 237
2024
Q2 		$4.67M Buy
+35,355
New +$4.89M 0.07% 255
2022
Q4 		– Sell
-64,395
Closed -$11.5M – 566
2022
Q3 		$11.5M Buy
64,395
+2,813
+5% +$645K 0.31% 82
2022
Q2 		$13M Sell
61,582
-5,254
-8% -$1.29M 0.33% 67
2022
Q1 		$19.9M Buy
66,836
+923
+1% +$277K 0.43% 57
2021
Q4 		$23.2M Buy
+65,913
New +$27.3M 0.46% 56

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return