WE
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Wealth Effects’s Generac Holdings GNRC Stock Holding History

Wealth Effects’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 		$1.1M Sell
5,654
-40
-0.7% -$7.68K 0.39% 55
2025
Q4 		$776K Sell
5,694
-31
-0.5% -$5K 0.24% 71
2025
Q3 		$958K Sell
5,725
-1,160
-17% -$203K 0.31% 63
2025
Q2 		$986K Sell
6,885
-914
-12% -$112K 0.37% 56
2025
Q1 		$988K Buy
7,799
+415
+6% +$59.5K 0.41% 53
2024
Q4 		$1.14M Sell
7,384
-685
-8% -$118K 0.41% 49
2024
Q3 		$1.28M Sell
8,069
-250
-3% -$37.1K 0.45% 48
2024
Q2 		$1.1M Sell
8,319
-200
-2% -$27.6K 0.4% 50
2024
Q1 		$1.07M Sell
8,519
-75
-0.9% -$8.8K 0.4% 52
2023
Q4 		$1.11M Buy
8,594
+305
+4% +$33.5K 0.42% 57
2023
Q3 		$903K Buy
8,289
+2,010
+32% +$249K 0.45% 50
2023
Q2 		$936K Sell
6,279
-211
-3% -$24.1K 0.41% 53
2023
Q1 		$701K Buy
6,490
+45
+0.7% +$5.21K 0.36% 66
2022
Q4 		$649K Buy
6,445
+2,640
+69% +$299K 0.37% 67
2022
Q3 		$678K Buy
3,805
+421
+12% +$96.5K 0.41% 59
2022
Q2 		$713K Buy
3,384
+190
+6% +$46.7K 0.43% 60
2022
Q1 		$949K Buy
3,194
+1,175
+58% +$352K 0.44% 53
2021
Q4 		$711K Buy
+2,019
New +$837K 0.3% 69

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wealth Effects's GNRC Position: Q1 2026 in Review

Wealth Effects reduced its Generac Holdings (GNRC) stake by 0.7% in Q1 2026, selling an estimated $7.68K and leaving 5,654 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #55.

Wealth Effects first reported a position in GNRC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2024. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Wealth Effects held 5,654 shares of Generac Holdings worth $1.1M as of Q1 2026.
  • Wealth Effects sold 40 Generac Holdings shares in Q1 2026, an estimated $7.68K.
  • Generac Holdings made up 0.39% of Wealth Effects's portfolio in Q1 2026, its #55 holding.
  • Wealth Effects first reported a position in Generac Holdings in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Generac Holdings position peaked at $1.28M in Q3 2024.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.