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IVC Wealth Advisors’s Generac Holdings GNRC Stock Holding History

IVC Wealth Advisors’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 		$451K Sell
1,540
-15
-1% -$3.76K 0.18% 103
2026
Q1 		$304K Sell
1,555
-125
-7% -$24K 0.13% 131
2025
Q4 		$229K Hold
1,680
– – 0.1% 161
2025
Q3 		$281K Sell
1,680
-100
-6% -$17.5K 0.13% 140
2025
Q2 		$255K Sell
1,780
-80
-4% -$9.76K 0.12% 143
2025
Q1 		$236K Buy
1,860
+10
+0.5% +$1.44K 0.13% 142
2024
Q4 		$287K Sell
1,850
-100
-5% -$17.3K 0.16% 125
2024
Q3 		$310K Sell
1,950
-100
-5% -$14.8K 0.17% 119
2024
Q2 		$271K Buy
2,050
+25
+1% +$3.46K 0.15% 131
2024
Q1 		$255K Sell
2,025
-25
-1% -$2.93K 0.15% 137
2023
Q4 		$265K Sell
2,050
-3
-0.1% -$329 0.16% 118
2023
Q3 		$224K Buy
2,053
+478
+30% +$59.1K 0.15% 130
2023
Q2 		$235K Buy
+1,575
New +$180K 0.15% 128

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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

IVC Wealth Advisors's GNRC Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Generac Holdings (GNRC) stake by 0.96% in Q2 2026, selling an estimated $3.76K and leaving 1,540 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #103.

IVC Wealth Advisors first reported a position in GNRC in Q2 2023 and has held it in 13 quarters since. 210 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • IVC Wealth Advisors held 1,540 shares of Generac Holdings worth $451K as of Q2 2026.
  • IVC Wealth Advisors sold 15 Generac Holdings shares in Q2 2026, an estimated $3.76K.
  • Generac Holdings made up 0.18% of IVC Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • IVC Wealth Advisors first reported a position in Generac Holdings in Q2 2023 and has held it in 13 quarters since.
  • 210 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.