Generac Holdings Inc.
MX ˙ BMV ˙ US3687361044
SecurityMX:GNRC / Generac Holdings Inc.
InstitutionMoran Wealth Management, LLC
Latest Disclosed Ownership16,217 shares
Latest Disclosed Value $ 3,167,666
Moran Wealth Management, LLC reports 9.09% decrease in ownership of GNRC / Generac Holdings Inc.

On April 27, 2026 - Moran Wealth Management, LLC filed a 13F-HR form disclosing ownership of 16,217 shares of Generac Holdings Inc. (MX:GNRC) valued at $3,167,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 17,839 shares of Generac Holdings Inc.. This represents a change in shares of -9.09% 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)
2026-04-27 2026-03-31 13F GENERAC HLDGS COM 368736104 16,217 -1,622 -9.09 3,168 30.22 0.0970
2026-01-26 2025-12-31 13F GENERAC HLDGS COM 368736104 17,839 1,936 12.17 2,433 -8.64 0.0746
2025-10-23 2025-09-30 13F GENERAC HLDGS COM 368736104 15,903 -10,855 -40.57 2,662 -30.53 0.0803
2025-07-28 2025-06-30 13F GENERAC HLDGS COM 368736104 26,758 2,338 9.57 3,832 23.93 0.1181
2025-04-23 2025-03-31 13F GENERAC HLDGS COM 368736104 24,420 -1,277 -4.97 3,093 -22.39 0.1040
2025-02-07 2024-12-31 13F GENERAC HLDGS COM 368736104 25,697 1,251 5.12 3,984 2.60 0.1271
2024-11-08 2024-09-30 13F GENERAC HLDGS COM 368736104 24,446 -110 -0.45 3,884 19.62 0.1195
2024-08-13 2024-06-30 13F GENERAC HLDGS COM 368736104 24,556 3,486 16.54 3,247 22.17 0.1068
2024-05-15 2024-03-31 13F GENERAC HLDGS COM 368736104 21,070 7,600 56.42 2,658 52.70 0.0861
2024-02-08 2023-12-31 13F GENERAC HLDGS COM 368736104 13,470 8,280 159.54 1,741 207.96 0.0619
2023-11-13 2023-09-30 13F GENERAC HLDGS COM 368736104 5,190 3,227 164.39 566 93.49 0.0219
2023-08-10 2023-06-30 13F GENERAC HLDGS COM 368736104 1,963 1,963 293 0.0110
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.