Institute for Wealth Management’s Generac Holdings GNRC Stock Holding History

Institute for 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	$18.7K	Buy	+64	New	+$16K	﹤0.01%	1151

Other funds holding GNRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's GNRC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Generac Holdings (GNRC) in Q2 2026: 64 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

559 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

Institute for Wealth Management held 64 shares of Generac Holdings worth $18.7K as of Q2 2026.
Generac Holdings was a new Institute for Wealth Management position in Q2 2026.
Generac Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1151 holding.
559 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.