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Integrated Wealth Concepts’s Generac Holdings GNRC Stock Holding History

Integrated Wealth Concepts’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 		$1.57M Buy
+5,363
New +$1.34M 0.01% 959
2023
Q4 		– Sell
-3,691
Closed -$402K – 1630
2023
Q3 		$402K Buy
3,691
+235
+7% +$29.1K 0.01% 1075
2023
Q2 		$515K Buy
+3,456
New +$394K 0.01% 974

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Integrated Wealth Concepts's GNRC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Generac Holdings (GNRC) in Q2 2026: 5,363 shares worth $1.57M. The stake represents 0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in GNRC as recently as Q3 2023.

Integrated Wealth Concepts first reported a position in GNRC in Q2 2023 and has held it in 3 quarters since. 1,001 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Integrated Wealth Concepts held 5,363 shares of Generac Holdings worth $1.57M as of Q2 2026.
  • Generac Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Generac Holdings made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #959 holding.
  • Integrated Wealth Concepts first reported a position in Generac Holdings in Q2 2023 and has held it in 3 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.