Generac Holdings Inc.
MX ˙ BMV ˙ US3687361044
SecurityMX:GNRC / Generac Holdings Inc.
InstitutionIAG Wealth Partners, LLC
Latest Disclosed Ownership133 shares
Latest Disclosed Value $ 25,979
IAG Wealth Partners, LLC ownership in GNRC / Generac Holdings Inc.

On April 29, 2026 - IAG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 133 shares of Generac Holdings Inc. (MX:GNRC) valued at $25,979 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 133 shares of Generac Holdings Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F GENERAC HOLDINGS Common Stock 368736104 133 0 0.00 26 38.89 0.0029
2026-02-10 2025-12-31 13F GENERAC HOLDINGS Common Stock 368736104 133 0 0.00 18 -18.18 0.0021
2025-11-12 2025-09-30 13F GENERAC HOLDINGS Common Stock 368736104 133 0 0.00 22 15.79 0.0027
2025-08-13 2025-06-30 13F GENERAC HOLDINGS Common Stock 368736104 133 0 0.00 19 18.75 0.0025
2025-04-16 2025-03-31 13F GENERAC HOLDINGS Common Stock 368736104 133 75 129.31 17 100.00 0.0026
2025-02-10 2024-12-31 13F GENERAC HOLDINGS Common Stock 368736104 58 0 0.00 9 -11.11 0.0016
2024-10-29 2024-09-30 13F GENERAC HOLDINGS Common Stock 368736104 58 0 0.00 9 28.57 0.0017
2024-07-16 2024-06-30 13F GENERAC HOLDINGS Common Stock 368736104 58 -104 -64.20 8 -65.00 0.0015
2024-04-24 2024-03-31 13F GENERAC HOLDINGS Common Stock 368736104 162 -200 -55.25 20 -56.52 0.0044
2024-02-02 2023-12-31 13F GENERAC HOLDINGS Common Stock 368736104 362 -14 -3.72 47 15.00 0.0107
2023-10-24 2023-09-30 13F GENERAC HOLDINGS Common Stock 368736104 376 0 0.00 41 -28.57 0.0114
2023-08-10 2023-06-30 13F GENERAC HOLDINGS Common Stock 368736104 376 12 3.30 56 43.59 0.0148
2023-04-25 2023-03-31 13F GENERAC HOLDINGS Common Stock 368736104 364 -40 -9.90 39 -2.50 0.0109
2023-02-08 2022-12-31 13F GENERAC HOLDINGS Common Stock 368736104 404 200 98.04 41 11.11 0.0120
2022-10-26 2022-09-30 13F GENERAC HOLDINGS Common Stock 368736104 204 86 72.88 36 44.00 0.0120
2022-08-03 2022-06-30 13F GENERAC HOLDINGS Common Stock 368736104 118 -22 -15.71 25 -40.48 0.0082
2022-05-04 2022-03-31 13F GENERAC HOLDINGS Common Stock 368736104 140 0 0.00 42 -14.29 0.0132
2022-02-14 2021-12-31 13F GENERAC HOLDINGS Common Stock 368736104 140 40 40.00 49 19.51 0.0157
2021-11-04 2021-09-30 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 41 -2.38 0.0146
2021-08-04 2021-06-30 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 42 27.27 0.0151
2021-04-29 2021-03-31 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 33 43.48 0.0126
2021-02-11 2020-12-31 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 23 15.00 0.0094
2021-02-11 2020-09-30 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 20 53.85 0.0092
2021-02-11 2020-06-30 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 13 30.00 0.0063
2021-02-11 2020-03-31 13F GENERAC HOLDINGS Common Stock 368736104 100 0 0.00 10 -9.09 0.0067
2021-02-11 2019-12-31 13F GENERAC HOLDINGS Common Stock 368736104 100 100 11 0.0072
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.