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Forza Wealth Management’s Generac Holdings GNRC Stock Holding History

Forza 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
2026
Q2 		$722K Hold
2,466
– – 0.22% 96
2026
Q1 		$482K Buy
2,466
+575
+30% +$110K 0.17% 129
2025
Q4 		$258K Sell
1,891
-50
-3% -$8.07K 0.09% 169
2025
Q3 		$325K Hold
1,941
– – 0.12% 153
2025
Q2 		$278K Buy
1,941
+250
+15% +$30.5K 0.11% 164
2025
Q1 		$214K Hold
1,691
– – 0.1% 169
2024
Q4 		$262K Buy
+1,691
New +$292K 0.12% 160

Other funds holding GNRC

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
GFS
Geremia Financial Services Edison, New Jersey $94.3M AUM

Forza Wealth Management's GNRC Position: Q2 2026 in Review

Forza Wealth Management held its Generac Holdings (GNRC) position steady in Q2 2026 at 2,466 shares worth $722K. The position accounts for 0.22% of the portfolio, ranked #96.

Forza Wealth Management first reported a position in GNRC in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Forza Wealth Management held 2,466 shares of Generac Holdings worth $722K as of Q2 2026.
  • Forza Wealth Management left its Generac Holdings share count unchanged in Q2 2026.
  • Generac Holdings made up 0.22% of Forza Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Forza Wealth Management first reported a position in Generac Holdings in Q4 2024 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.