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Philip James Wealth Mangement, LLC

Position in GNRC — Generac Holdings Inc.

CIK 2002630 MILTON, GA

Position in GNRC

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$257,965
-$440,535 QoQ
Shares Held
881
-75.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#742
of 994 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GNRC Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Philip James Wealth Mangement, LLC holds $1,564,386 across 4 Specialty Industrial Machinery names. GNRC ranks #4 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 GNRC
Generac Holdings Inc.
This page
881 $257,965

All Filings in GNRC

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $257,965 881
2026-03-31 $698,500 3,576
2025-12-31 $1,021,956 7,494
2025-09-30 $1,295,173 7,737
2025-06-30 $1,151,551 8,041
2025-03-31 $1,025,105 8,094
2024-12-31 $1,336,065 8,617
2024-09-30 $1,783,586 11,226