U.S. Capital Wealth Advisors’s Generac Holdings GNRC Stock Holding History

U.S. Capital 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 Q1	$892K	Buy	4,568 +607	+15%	+$117K	0.02%	541
2025 Q4	$540K	Buy	3,961 +1,980	+100%	+$319K	0.01%	638
2025 Q3	$332K	Sell	1,981 -1,425	-42%	-$250K	0.01%	737
2025 Q2	$488K	Buy	+3,406	New	+$416K	0.01%	601
2025 Q1	–	Sell	-1,361	Closed	-$211K	–	863
2024 Q4	$211K	Sell	1,361 -720	-35%	-$124K	0.01%	766
2024 Q3	$331K	Sell	2,081 -134	-6%	-$19.9K	0.01%	569
2024 Q2	$293K	Buy	+2,215	New	+$306K	0.01%	577
2023 Q1	–	Sell	-50	Closed	-$5.03K	–	994
2022 Q4	$5.03K	Buy	+50	New	+$5.66K	﹤0.01%	1383
2022 Q3	–	Sell	-1,068	Closed	-$225K	–	650
2022 Q2	$225K	Sell	1,068 -6,121	-85%	-$1.51M	0.01%	610
2022 Q1	$2.14M	Sell	7,189 -4,017	-36%	-$1.21M	0.08%	231
2021 Q4	$3.94M	Buy	11,206 +5,096	+83%	+$2.11M	0.16%	147
2021 Q3	$2.5M	Buy	+6,110	New	+$2.62M	0.11%	211

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's GNRC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Generac Holdings (GNRC) stake by 15% in Q1 2026, buying an estimated $117K and bringing the position to 4,568 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #541.

U.S. Capital Wealth Advisors first reported a position in GNRC in Q3 2021 and has held it in 12 quarters since. The position peaked at $3.94M in Q4 2021. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

U.S. Capital Wealth Advisors held 4,568 shares of Generac Holdings worth $892K as of Q1 2026.
U.S. Capital Wealth Advisors bought 607 Generac Holdings shares in Q1 2026, an estimated $117K.
Generac Holdings made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #541 holding.
U.S. Capital Wealth Advisors first reported a position in Generac Holdings in Q3 2021 and has held it in 12 quarters since.
U.S. Capital Wealth Advisors's Generac Holdings position peaked at $3.94M in Q4 2021.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.