Forza Wealth Management, LLC

Position in GNRC — Generac Holdings Inc.

CIK 1963030 SARASOTA, FL

Position in GNRC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$722,069

+$240,386 QoQ

Shares Held

2,466

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#535

of 994 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Forza Wealth Management, LLC holds $5,268,051 across 6 Specialty Industrial Machinery names. GNRC ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	17,941	$2,568,254
2	GNRC	Generac Holdings Inc. This page	2,466	$722,069
3	GEV	GE Vernova Inc.	611	$717,839
4	XYL	Xylem Inc.	4,161	$491,871
5	ITW	Illinois Tool Works Inc	1,450	$392,181
6	ETN	Eaton Corp plc	882	$375,837

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,069	2,466	0.0%	Shares	Sole	2026-07-17
2026-03-31	$481,683	2,466	+30.4%	Shares	Sole	2026-04-30
2025-12-31	$257,875	1,891	-2.6%	Shares	Sole	2026-02-02
2025-09-30	$324,923	1,941	0.0%	Shares	Sole	2025-10-22
2025-06-30	$277,970	1,941	+14.8%	Shares	Sole	2025-07-18
2025-03-31	$214,165	1,691	0.0%	Shares	Sole	2025-04-30
2024-12-31	$262,189	1,691	—	Shares	Sole	2025-01-13
No filing history on record for this holder in this stock.