Position in GNRC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$561,023
+$186,771 QoQ
Shares Held
1,916
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#577
of 994 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GNRC Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Segment Wealth Management, LLC holds $103,098,115 across 8 Specialty Industrial Machinery names. GNRC ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
59,538 | $69,948,814 | |
| 2 | PH |
Parker-Hannifin Corp
|
27,693 | $27,087,077 | |
| 3 | CMI |
Cummins Inc
|
2,747 | $1,959,187 | |
| 4 | EMR |
Emerson Electric Co
|
7,984 | $1,142,909 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,000 | $1,081,880 | |
| 6 | IEX |
Idex Corp /De/
|
3,221 | $731,005 | |
| 7 | AME |
Ametek Inc/
|
2,423 | $586,220 | |
| 8 | GNRC |
Generac Holdings Inc.
This page
|
1,916 | $561,023 |
All Filings in GNRC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,023 | 1,916 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $374,252 | 1,916 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $544,252 | 3,991 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,356,107 | 8,101 | Shares | Sole | 2025-10-20 | |
| 2024-06-30 | $247,912 | 1,875 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $779,446 | 6,031 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $919,186 | 8,436 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,223,015 | 8,201 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $711,461 | 6,587 | Shares | Sole | 2023-04-20 | |
| 2022-03-31 | $1,225,008 | 4,121 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||