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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

GNRC holding history

Generac Holdings Inc. in every 13F filed by True Wealth Design, 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)
45
Value
$13.2K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2022
Holdings of GNRC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645$13.2K<0.1%+28+164.7%AddedHolders
Q1 202617$3.32K<0.1%+7+70.0%AddedHolders
Q4 202510$1.36K<0.1%−117−92.1%ReducedHolders
Q3 2025127$21.3K<0.1%+126+12,600.0%AddedHolders
Q2 20251$144<0.1%−2−66.7%ReducedHolders
Q1 20253$380<0.1%+3NewHolders
Q4 20230$00.0%−2−100.0%Sold outHolders
Q3 20232$218<0.1%00.0%UnchangedHolders
Q2 20232$299<0.1%00.0%UnchangedHolders
Q1 20232$217<0.1%00.0%UnchangedHolders
Q4 20222$201<0.1%–No prior filingHolders