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Arkadios Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Arkadios Wealth 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 		$1.04M Sell
5,331
-1,025
-16% -$197K 0.02% 767
2025
Q4 		$867K Buy
6,356
+341
+6% +$55K 0.02% 760
2025
Q3 		$1.01M Sell
6,015
-1,382
-19% -$242K 0.02% 633
2025
Q2 		$1.06M Buy
7,397
+1,461
+25% +$178K 0.03% 553
2025
Q1 		$752K Buy
5,936
+538
+10% +$77.2K 0.03% 561
2024
Q4 		$837K Sell
5,398
-743
-12% -$128K 0.05% 373
2024
Q3 		$976K Sell
6,141
-1,515
-20% -$225K 0.06% 332
2024
Q2 		$1.01M Buy
7,656
+2,615
+52% +$361K 0.07% 279
2024
Q1 		$636K Buy
5,041
+189
+4% +$22.2K 0.05% 334
2023
Q4 		$627K Buy
4,852
+2,649
+120% +$291K 0.05% 315
2023
Q3 		$240K Buy
2,203
+216
+11% +$26.7K 0.02% 566
2023
Q2 		$296K Sell
1,987
-1,006
-34% -$115K 0.03% 449
2023
Q1 		$323K Sell
2,993
-110
-4% -$12.7K 0.04% 412
2022
Q4 		$312K Sell
3,103
-41
-1% -$4.64K 0.04% 388
2022
Q3 		$560K Sell
3,144
-892
-22% -$204K 0.08% 252
2022
Q2 		$850K Buy
4,036
+2,621
+185% +$644K 0.13% 193
2022
Q1 		$421K Buy
+1,415
New +$424K 0.06% 349
2021
Q4 		– Sell
-1,835
Closed -$749K – 1059
2021
Q3 		$749K Sell
1,835
-533
-23% -$228K 0.11% 215
2021
Q2 		$983K Buy
2,368
+2,194
+1,261% +$736K 0.12% 204
2021
Q1 		$56K Buy
+174
New +$51.3K 0.01% 661

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arkadios Wealth Advisors's GNRC Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Generac Holdings (GNRC) stake by 16% in Q1 2026, selling an estimated $197K and leaving 5,331 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #767.

Arkadios Wealth Advisors first reported a position in GNRC in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q2 2025. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Arkadios Wealth Advisors held 5,331 shares of Generac Holdings worth $1.04M as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,025 Generac Holdings shares in Q1 2026, an estimated $197K.
  • Generac Holdings made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #767 holding.
  • Arkadios Wealth Advisors first reported a position in Generac Holdings in Q1 2021 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's Generac Holdings position peaked at $1.06M in Q2 2025.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.