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Briaud Financial Planning’s Generac Holdings GNRC Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-26
Closed -$3K – 150
2025
Q2 		$3K Hold
26
– – ﹤0.01% 309
2025
Q1 		$3K Hold
26
– – ﹤0.01% 174
2024
Q4 		$4K Buy
+26
New +$4.49K ﹤0.01% 163

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Briaud Financial Planning's GNRC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Generac Holdings (GNRC) in Q3 2025, closing a stake of 26 shares — an estimated $3K sold.

Briaud Financial Planning first reported a position in GNRC in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q4 2024. 802 funds tracked by Wall St. Rank hold GNRC as of Q3 2025.

  • Briaud Financial Planning reported no remaining Generac Holdings position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 26 Generac Holdings shares in Q3 2025, an estimated $3K.
  • Briaud Financial Planning first reported a position in Generac Holdings in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Generac Holdings position peaked at $4K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.