Cornerstone Planning Group
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Cornerstone Planning Group’s Generac Holdings GNRC Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1
Closed -$213 – 780
2026
Q2 		$213 Buy
+1
New +$250 ﹤0.01% 1799
2024
Q1 		– Sell
-10
Closed -$1.29K – 1138
2023
Q4 		$1.29K Buy
+10
New +$1.1K ﹤0.01% 691

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Paradice Investment Management
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Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Cornerstone Planning Group's GNRC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Generac Holdings (GNRC) in Q3 2026, closing a stake of 1 share — an estimated $213 sold.

Cornerstone Planning Group first reported a position in GNRC in Q4 2023 and held it in 2 quarters. The position peaked at $1.29K in Q4 2023. 210 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Generac Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Generac Holdings share in Q3 2026, an estimated $213.
  • Cornerstone Planning Group first reported a position in Generac Holdings in Q4 2023 and held it in 2 quarters.
  • Cornerstone Planning Group's Generac Holdings position peaked at $1.29K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.