Beaton Management Company’s Generac Holdings GNRC Stock Holding History

Beaton Management Company’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	$254K	Sell	1,300 -1,925	-60%	-$370K	0.11%	130
2025 Q4	$440K	Sell	3,225 -400	-11%	-$64.5K	0.19%	99
2025 Q3	$607K	Hold	3,625	–	–	0.28%	81
2025 Q2	$519K	Hold	3,625	–	–	0.25%	86
2025 Q1	$459K	Hold	3,625	–	–	0.24%	90
2024 Q4	$562K	Hold	3,625	–	–	0.28%	81
2024 Q3	$576K	Hold	3,625	–	–	0.29%	81
2024 Q2	$479K	Hold	3,625	–	–	0.26%	86
2024 Q1	$457K	Buy	3,625 +75	+2%	+$8.8K	0.25%	92
2023 Q4	$459K	Buy	3,550 +200	+6%	+$21.9K	0.27%	86
2023 Q3	$365K	Hold	3,350	–	–	0.24%	93
2023 Q2	$500K	Hold	3,350	–	–	0.32%	81
2023 Q1	$362K	Buy	3,350 +1,250	+60%	+$145K	0.24%	92
2022 Q4	$211K	Buy	+2,100	New	+$238K	0.14%	126

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Beaton Management Company's GNRC Position: Q1 2026 in Review

Beaton Management Company reduced its Generac Holdings (GNRC) stake by 60% in Q1 2026, selling an estimated $370K and leaving 1,300 shares worth $254K. The position accounts for 0.11% of the portfolio, ranked #130.

Beaton Management Company first reported a position in GNRC in Q4 2022 and has held it in 14 quarters since. The position peaked at $607K in Q3 2025. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Beaton Management Company held 1,300 shares of Generac Holdings worth $254K as of Q1 2026.
Beaton Management Company sold 1,925 Generac Holdings shares in Q1 2026, an estimated $370K.
Generac Holdings made up 0.11% of Beaton Management Company's portfolio in Q1 2026, its #130 holding.
Beaton Management Company first reported a position in Generac Holdings in Q4 2022 and has held it in 14 quarters since.
Beaton Management Company's Generac Holdings position peaked at $607K in Q3 2025.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.