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Carson Advisory’s Generac Holdings GNRC Stock Holding History

Carson Advisory’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 		$244K Sell
1,250
-650
-34% -$125K 0.13% 160
2025
Q4 		$259K Buy
+1,900
New +$307K 0.13% 151

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Carson Advisory's GNRC Position: Q1 2026 in Review

Carson Advisory reduced its Generac Holdings (GNRC) stake by 34% in Q1 2026, selling an estimated $125K and leaving 1,250 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #160.

Carson Advisory first reported a position in GNRC in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Carson Advisory held 1,250 shares of Generac Holdings worth $244K as of Q1 2026.
  • Carson Advisory sold 650 Generac Holdings shares in Q1 2026, an estimated $125K.
  • Generac Holdings made up 0.13% of Carson Advisory's portfolio in Q1 2026, its #160 holding.
  • Carson Advisory first reported a position in Generac Holdings in Q4 2025 and has held it in 2 quarters since.
  • Carson Advisory's Generac Holdings position peaked at $259K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.