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Bogart Wealth LLC’s Generac Holdings GNRC Stock Holding History

Bogart Wealth LLC’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 		$3.22K Buy
11
+9
+450% +$2.25K ﹤0.01% 1333
2026
Q1 		$391 Buy
+2
New +$384 ﹤0.01% 1649
2025
Q2 		– Sell
-27
Closed -$3.42K – 1488
2025
Q1 		$3.42K Sell
27
-13
-33% -$1.86K ﹤0.01% 974
2024
Q4 		$6.2K Hold
40
– – ﹤0.01% 838
2024
Q3 		$6.36K Buy
40
+13
+48% +$1.93K ﹤0.01% 784
2024
Q2 		$3.57K Hold
27
– – ﹤0.01% 850
2024
Q1 		$3.41K Hold
27
– – ﹤0.01% 834
2023
Q4 		$3.49K Hold
27
– – ﹤0.01% 817
2023
Q3 		$2.94K Buy
+27
New +$3.34K ﹤0.01% 826
2022
Q1 		– Sell
-17
Closed -$6K – 804
2021
Q4 		$6K Sell
17
-48
-74% -$19.9K ﹤0.01% 536
2021
Q3 		$27K Hold
65
– – ﹤0.01% 316
2021
Q2 		$27K Hold
65
– – ﹤0.01% 305
2021
Q1 		$21K Hold
65
– – ﹤0.01% 316
2020
Q4 		$14K Hold
65
– – ﹤0.01% 293
2020
Q3 		$12K Hold
65
– – ﹤0.01% 286
2020
Q2 		$8K Buy
+65
New +$6.84K ﹤0.01% 309

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's GNRC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Generac Holdings (GNRC) stake by 450% in Q2 2026, buying an estimated $2.25K and bringing the position to 11 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Bogart Wealth LLC first reported a position in GNRC in Q2 2020 and has held it in 16 quarters since. The position peaked at $27K in Q3 2021. 1,002 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Bogart Wealth LLC held 11 shares of Generac Holdings worth $3.22K as of Q2 2026.
  • Bogart Wealth LLC bought 9 Generac Holdings shares in Q2 2026, an estimated $2.25K.
  • Generac Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1333 holding.
  • Bogart Wealth LLC first reported a position in Generac Holdings in Q2 2020 and has held it in 16 quarters since.
  • Bogart Wealth LLC's Generac Holdings position peaked at $27K in Q3 2021.
  • 1,002 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.