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Bartlett & Co Wealth Management’s Generac Holdings GNRC Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$43K Buy
147
+4
+3% +$1K ﹤0.01% 774
2026
Q1 		$36.8K Sell
143
-15
-9% -$2.88K ﹤0.01% 734
2025
Q4 		$21.5K Buy
158
+16
+11% +$2.58K ﹤0.01% 811
2025
Q3 		$23.8K Hold
142
– – ﹤0.01% 800
2025
Q2 		$20.3K Buy
142
+2
+1% +$244 ﹤0.01% 812
2025
Q1 		$17.7K Hold
140
– – ﹤0.01% 832
2024
Q4 		$21.7K Hold
140
– – ﹤0.01% 794
2024
Q3 		$22.2K Hold
140
– – ﹤0.01% 798
2024
Q2 		$18.5K Hold
140
– – ﹤0.01% 827
2024
Q1 		$17.7K Hold
140
– – ﹤0.01% 837
2023
Q4 		$18.3K Sell
140
-100
-42% -$11K ﹤0.01% 895
2023
Q3 		$26.1K Buy
+240
New +$29.7K ﹤0.01% 764
2023
Q2 		– Sell
-50
Closed -$5.4K – 1165
2023
Q1 		$5.4K Hold
50
– – ﹤0.01% 885
2022
Q4 		$5.03K Buy
50
+25
+100% +$2.83K ﹤0.01% 920
2022
Q3 		$4.45K Buy
+25
New +$5.73K ﹤0.01% 949
2020
Q1 		– Sell
-1,500
Closed -$151K – 866
2019
Q4 		$151K Hold
1,500
– – ﹤0.01% 367
2019
Q3 		$118K Buy
+1,500
New +$112K ﹤0.01% 381

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bartlett & Co Wealth Management's GNRC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Generac Holdings (GNRC) stake by 2.8% in Q2 2026, buying an estimated $1K and bringing the position to 147 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Bartlett & Co Wealth Management first reported a position in GNRC in Q3 2019 and has held it in 17 quarters since. The position peaked at $151K in Q4 2019. 997 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Bartlett & Co Wealth Management held 147 shares of Generac Holdings worth $43K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 4 Generac Holdings shares in Q2 2026, an estimated $1K.
  • Generac Holdings made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #774 holding.
  • Bartlett & Co Wealth Management first reported a position in Generac Holdings in Q3 2019 and has held it in 17 quarters since.
  • Bartlett & Co Wealth Management's Generac Holdings position peaked at $151K in Q4 2019.
  • 997 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.