Evercore Wealth Management, LLC GNRC — GENERAC HLDGS INC

Ownership history in Evercore Wealth Management, LLC  ·  15 quarters on record

AI Ownership Summary

Evercore Wealth Management, LLC reported GENERAC HLDGS INC (GNRC) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.0% in 2024 Q4. The latest visible filing shows GNRC at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GNRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evercore Wealth Management, LLC's position in GENERAC HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GNRC was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GNRC stock page Evercore Wealth Management, LLC fund profile Evercore Wealth Management, LLC full holdings
How Evercore Wealth Management, LLC held GNRC — position size vs. price
% of Fund (quarterly)    GNRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 395,015 -8,489 -2.1% 0.79% $53.9M 2026-02-14 (Est.) $224.45
2025 Q3 REDUCED 6.6% -17.3% ✅ 403,504 -28,641 -6.6% 0.99% $67.5M 2025-11-14 $151.21
2025 Q2 ADDED — — — 432,145 +8,563 +2.0% 0.96% $61.9M 2025-08-14 $198.97
2025 Q1 REDUCED — — — 423,582 -6,486 -1.5% 0.86% $53.6M 2025-05-15 $127.46
2024 Q4 ADDED — — — 430,068 +17,711 +4.3% 1.00% $66.7M 2025-02-14 $146.85
2024 Q3 ADDED — — — 412,357 +19,482 +5.0% 0.98% $65.5M 2024-11-14 $186.34
2024 Q2 ADDED — — — 392,875 +3,820 +1.0% 0.82% $51.9M 2024-08-14 $144.46
2024 Q1 ADDED — — — 389,055 +21,147 +5.7% 0.77% $49.1M 2024-05-15 $145.10
2023 Q4 ADDED — — — 367,908 +20,292 +5.8% 0.80% $47.5M 2024-02-14 $123.44
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GNRC

As of 2026 Q1 — sorted by position size

Geremia Financial Services, LLC 7.49% Kessler Investment Group, LLC 3Y 7Y 4.86% West Tower Group, LLC 3Y 3.66% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.61% Barnett & Company, Inc. 3Y 7Y 3.45% GAGNON SECURITIES LLC 3Y 7Y 3.38% Laurus Global Equity Management Inc. 3Y 2.96% OAK FAMILY ADVISORS, LLC 3Y 2.63% AIGH Capital Management LLC 3Y 2.4% Kampmann Melissa S. 2.23%

FAQ About Evercore Wealth Management, LLC and GNRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evercore Wealth Management, LLC reported owning GNRC?

Evercore Wealth Management, LLC reported GNRC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GNRC position in Evercore Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GNRC was 1.00% in 2024 Q4.

What is the latest reported GNRC position on this page?

The most recent filing on this page is 2025 Q4, when Evercore Wealth Management, LLC reported 395,015 shares, equal to 0.79% of portfolio, with an estimated market value of $53.9M.

What does the chart on this GNRC ownership page compare?

The chart compares Evercore Wealth Management, LLC's quarterly GNRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Evercore Wealth Management, LLC time their GNRC position?

Based on 13F filing dates vs. subsequent GNRC price moves, Evercore Wealth Management, LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on GNRC relative to SPY over the holding period was -18.2%.

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