CX Institutional
GNRC icon

CX Institutional’s Generac Holdings GNRC Stock Holding History

CX Institutional’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 		$369K Sell
1,784
-285
-14% -$59.2K 0.01% 555
2026
Q2 		$606K Buy
2,069
+240
+13% +$60.1K 0.02% 422
2026
Q1 		$357K Buy
1,829
+350
+24% +$67.2K 0.01% 547
2025
Q4 		$202K Buy
1,479
+120
+9% +$19.4K 0.01% 711
2025
Q3 		$227K Sell
1,359
-27
-2% -$4.73K 0.01% 653
2025
Q2 		$198K Sell
1,386
-71
-5% -$8.66K 0.01% 627
2025
Q1 		$185K Buy
+1,457
New +$209K 0.01% 620
2022
Q3 		– Sell
-265
Closed -$56K – 743
2022
Q2 		$56K Buy
+265
New +$65.2K ﹤0.01% 651
2021
Q4 		– Sell
-266
Closed -$109K – 572
2021
Q3 		$109K Buy
266
+16
+6% +$6.85K 0.01% 430
2021
Q2 		$104K Hold
250
– – 0.01% 430
2021
Q1 		$82K Hold
250
– – 0.01% 404
2020
Q4 		$57K Hold
250
– – 0.01% 423
2020
Q3 		$48K Buy
+250
New +$41.1K 0.01% 388
2019
Q3 		– Sell
-15
Closed -$1K – 856
2019
Q2 		$1K Buy
+15
New +$877 ﹤0.01% 850

Other funds holding GNRC

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

CX Institutional's GNRC Position: Q3 2026 in Review

CX Institutional reduced its Generac Holdings (GNRC) stake by 14% in Q3 2026, selling an estimated $59.2K and leaving 1,784 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #555.

CX Institutional first reported a position in GNRC in Q2 2019 and has held it in 14 quarters since. The position peaked at $606K in Q2 2026. 210 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • CX Institutional held 1,784 shares of Generac Holdings worth $369K as of Q3 2026.
  • CX Institutional sold 285 Generac Holdings shares in Q3 2026, an estimated $59.2K.
  • Generac Holdings made up 0.01% of CX Institutional's portfolio in Q3 2026, its #555 holding.
  • CX Institutional first reported a position in Generac Holdings in Q2 2019 and has held it in 14 quarters since.
  • CX Institutional's Generac Holdings position peaked at $606K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.