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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's GNRC Position: Q2 2025 in Review

Congress Wealth Management increased its Generac Holdings (GNRC) stake by 71% in Q2 2025, buying an estimated $3.83M and bringing the position to 75,656 shares worth $10.8M. The position accounts for 0.11% of the portfolio, ranked #231.

Congress Wealth Management first reported a position in GNRC in Q4 2021 and has held it in 9 quarters since. The position peaked at $23.2M in Q4 2021. 760 funds tracked by Wall St. Rank hold GNRC as of Q2 2025.

  • Congress Wealth Management held 75,656 shares of Generac Holdings worth $10.8M as of Q2 2025.
  • Congress Wealth Management bought 31,357 Generac Holdings shares in Q2 2025, an estimated $3.83M.
  • Generac Holdings made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #231 holding.
  • Congress Wealth Management first reported a position in Generac Holdings in Q4 2021 and has held it in 9 quarters since.
  • Congress Wealth Management's Generac Holdings position peaked at $23.2M in Q4 2021.
  • 760 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.