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Physician Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Physician 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 		$4.39K Buy
15
+2
+15% +$501 ﹤0.01% 1157
2026
Q1 		$2.54K Buy
13
+4
+44% +$768 ﹤0.01% 1248
2025
Q4 		$1.23K Sell
9
-3
-25% -$484 ﹤0.01% 1512
2025
Q3 		$2.01K Buy
12
+3
+33% +$526 ﹤0.01% 1223
2025
Q2 		$1.29K Buy
+9
New +$1.1K ﹤0.01% 1232

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

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

Physician Wealth Advisors increased its Generac Holdings (GNRC) stake by 15% in Q2 2026, buying an estimated $501 and bringing the position to 15 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Physician Wealth Advisors first reported a position in GNRC in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Physician Wealth Advisors held 15 shares of Generac Holdings worth $4.39K as of Q2 2026.
  • Physician Wealth Advisors bought 2 Generac Holdings shares in Q2 2026, an estimated $501.
  • Generac Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1157 holding.
  • Physician Wealth Advisors first reported a position in Generac Holdings in Q2 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.