Allen Mooney & Barnes Investment Advisors’s Generac Holdings GNRC Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,700	Closed	-$232K	–	164
2025 Q4	$232K	Buy	1,700 +6	+0.4%	+$968	0.03%	145
2025 Q3	$284K	Hold	1,694	–	–	0.04%	134
2025 Q2	$243K	Buy	1,694 +32	+2%	+$3.9K	0.04%	136
2025 Q1	$210K	Sell	1,662 -67	-4%	-$9.61K	0.03%	146
2024 Q4	$268K	Sell	1,729 -73	-4%	-$12.6K	0.05%	136
2024 Q3	$286K	Sell	1,802 -62	-3%	-$9.2K	0.05%	132
2024 Q2	$246K	Buy	1,864 +20	+1%	+$2.76K	0.04%	139
2024 Q1	$251K	Sell	1,844 -22	-1%	-$2.58K	0.05%	145
2023 Q4	$241K	Buy	+1,866	New	+$205K	0.05%	143
2023 Q3	–	Sell	-1,531	Closed	-$228K	–	153
2023 Q2	$228K	Buy	+1,531	New	+$175K	0.05%	135

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's GNRC Position: Q1 2026 in Review

Allen Mooney & Barnes Investment Advisors sold out of Generac Holdings (GNRC) in Q1 2026, closing a stake of 1,700 shares — an estimated $232K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in GNRC in Q2 2023 and held it in 10 quarters. The position peaked at $286K in Q3 2024. 868 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Allen Mooney & Barnes Investment Advisors reported no remaining Generac Holdings position as of Q1 2026 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 1,700 Generac Holdings shares in Q1 2026, an estimated $232K.
Allen Mooney & Barnes Investment Advisors first reported a position in Generac Holdings in Q2 2023 and held it in 10 quarters.
Allen Mooney & Barnes Investment Advisors's Generac Holdings position peaked at $286K in Q3 2024.
868 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.