Mowery & Schoenfeld Wealth Management’s Generac Holdings GNRC Stock Holding History

Mowery & Schoenfeld 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	$2.64K	Hold	9	–	–	﹤0.01%	320
2026 Q1	$1.76K	Hold	9	–	–	﹤0.01%	323
2025 Q4	$1.23K	Hold	9	–	–	﹤0.01%	439
2025 Q3	$1.51K	Hold	9	–	–	﹤0.01%	345
2025 Q2	$1.29K	Hold	9	–	–	﹤0.01%	350
2025 Q1	$1.14K	Sell	9 -1	-10%	-$143	﹤0.01%	409
2024 Q4	$1.55K	Buy	+10	New	+$1.73K	﹤0.01%	419
2024 Q3	–	Sell	-20	Closed	-$2.65K	–	249
2024 Q2	$2.65K	Hold	20	–	–	﹤0.01%	188
2024 Q1	$2.52K	Hold	20	–	–	﹤0.01%	134
2023 Q4	$2.58K	Buy	+20	New	+$2.19K	0.01%	138

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

Mowery & Schoenfeld Wealth Management's GNRC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Generac Holdings (GNRC) position steady in Q2 2026 at 9 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Mowery & Schoenfeld Wealth Management first reported a position in GNRC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.65K in Q2 2024. 559 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 9 shares of Generac Holdings worth $2.64K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Generac Holdings share count unchanged in Q2 2026.
Generac Holdings made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #320 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Generac Holdings in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Generac Holdings position peaked at $2.65K in Q2 2024.
559 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.