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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

GNRC holding history

Generac Holdings Inc. in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GNRC overviewAll 13F holders of GNRCFull Q2 2026 holdings

Shares (Q2 2026)
5,485
Value
$1.61M
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of GNRC by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,485$1.61M0.4%−169−3.0%ReducedHolders
Q1 20265,654$1.10M0.4%−40−0.7%ReducedHolders
Q4 20255,694$776.5K0.2%−31−0.5%ReducedHolders
Q3 20255,725$958.4K0.3%−1,160−16.8%ReducedHolders
Q2 20256,885$986.0K0.4%−914−11.7%ReducedHolders
Q1 20257,799$987.7K0.4%+415+5.6%AddedHolders
Q4 20247,384$1.14M0.4%−685−8.5%ReducedHolders
Q3 20248,069$1.28M0.4%−250−3.0%ReducedHolders
Q2 20248,319$1.10M0.4%−200−2.3%ReducedHolders
Q1 20248,519$1.07M0.4%−75−0.9%ReducedHolders
Q4 20238,594$1.11M0.4%+305+3.7%AddedHolders
Q3 20238,289$903.2K0.4%+2,010+32.0%AddedHolders
Q2 20236,279$936.4K0.4%−211−3.3%ReducedHolders
Q1 20236,490$701.0K0.4%+45+0.7%AddedHolders
Q4 20226,445$648.8K0.4%+2,640+69.4%AddedHolders
Q3 20223,805$678.0K0.4%+421+12.4%AddedHolders
Q2 20223,384$713.0K0.4%+190+5.9%AddedHolders
Q1 20223,194$949.0K0.4%+1,175+58.2%AddedHolders
Q4 20212,019$711.0K0.3%–No prior filingHolders