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Avantax Advisory Services’s Generac Holdings GNRC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$391K Sell
2,728
-60
-2% -$7.32K ﹤0.01% 1733
2025
Q1 		$353K Sell
2,788
-324
-10% -$46.5K ﹤0.01% 1722
2024
Q4 		$483K Sell
3,112
-345
-10% -$59.6K ﹤0.01% 1470
2024
Q3 		$549K Buy
3,457
+73
+2% +$10.8K ﹤0.01% 1344
2024
Q2 		$447K Buy
3,384
+1,399
+70% +$193K ﹤0.01% 1433
2024
Q1 		$250K Sell
1,985
-172
-8% -$20.2K ﹤0.01% 1407
2023
Q4 		$279K Sell
2,157
-3
-0.1% -$329 ﹤0.01% 1276
2023
Q3 		$235K Sell
2,160
-8,171
-79% -$1.01M ﹤0.01% 1335
2023
Q2 		$1.54M Buy
10,331
+8,467
+454% +$965K 0.02% 543
2023
Q1 		$201K Buy
+1,864
New +$216K ﹤0.01% 1379
2022
Q4 		– Sell
-1,447
Closed -$258K – 1441
2022
Q3 		$258K Buy
1,447
+7
+0.5% +$1.6K ﹤0.01% 1069
2022
Q2 		$303K Buy
1,440
+132
+10% +$32.5K ﹤0.01% 1001
2022
Q1 		$390K Buy
1,308
+360
+38% +$108K 0.01% 889
2021
Q4 		$334K Sell
948
-34
-3% -$14.1K 0.01% 928
2021
Q3 		$400K Buy
982
+53
+6% +$22.7K 0.01% 801
2021
Q2 		$387K Buy
929
+291
+46% +$97.6K 0.01% 794
2021
Q1 		$208K Buy
+638
New +$188K ﹤0.01% 952

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's GNRC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Generac Holdings (GNRC) stake by 2.2% in Q2 2025, selling an estimated $7.32K and leaving 2,728 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Avantax Advisory Services first reported a position in GNRC in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.54M in Q2 2023. 759 funds tracked by Wall St. Rank hold GNRC as of Q2 2025.

  • Avantax Advisory Services held 2,728 shares of Generac Holdings worth $391K as of Q2 2025.
  • Avantax Advisory Services sold 60 Generac Holdings shares in Q2 2025, an estimated $7.32K.
  • Generac Holdings made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1733 holding.
  • Avantax Advisory Services first reported a position in Generac Holdings in Q1 2021 and has held it in 17 quarters since.
  • Avantax Advisory Services's Generac Holdings position peaked at $1.54M in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.