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Concurrent Investment Advisors’s Generac Holdings GNRC Stock Holding History

Concurrent Investment Advisors’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 		$5.81M Buy
19,826
+12,113
+157% +$3.03M 0.05% 397
2026
Q1 		$1.51M Buy
7,713
+4,608
+148% +$885K 0.02% 712
2025
Q4 		$423K Buy
+3,105
New +$501K ﹤0.01% 1222

Other funds holding GNRC

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concurrent Investment Advisors's GNRC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Generac Holdings (GNRC) stake by 157% in Q2 2026, buying an estimated $3.03M and bringing the position to 19,826 shares worth $5.81M. The position accounts for 0.05% of the portfolio, ranked #397.

Concurrent Investment Advisors first reported a position in GNRC in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Concurrent Investment Advisors held 19,826 shares of Generac Holdings worth $5.81M as of Q2 2026.
  • Concurrent Investment Advisors bought 12,113 Generac Holdings shares in Q2 2026, an estimated $3.03M.
  • Generac Holdings made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #397 holding.
  • Concurrent Investment Advisors first reported a position in Generac Holdings in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.