Cornerstone Wealth Management’s Generac Holdings GNRC Stock Holding History

Cornerstone Wealth Management’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	$207K	Hold	1,000	–	–	0.01%	715
2026 Q2	$293K	Buy	+1,000	New	+$250K	0.01%	616
2025 Q1	–	Sell	-1,518	Closed	-$235K	–	610
2024 Q4	$235K	Buy	1,518 +90	+6%	+$15.5K	0.02%	519
2024 Q3	$227K	Buy	+1,428	New	+$212K	0.02%	519
2024 Q1	–	Sell	-1,728	Closed	-$223K	–	539
2023 Q4	$223K	Buy	+1,728	New	+$190K	0.02%	481
2023 Q3	–	Sell	-1,576	Closed	-$235K	–	530
2023 Q2	$235K	Buy	+1,576	New	+$180K	0.02%	453

Other funds holding GNRC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Cornerstone Wealth Management's GNRC Position: Q3 2026 in Review

Cornerstone Wealth Management held its Generac Holdings (GNRC) position steady in Q3 2026 at 1,000 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #715.

Cornerstone Wealth Management first reported a position in GNRC in Q2 2023 and has held it in 6 quarters since. The position peaked at $293K in Q2 2026. 565 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

Cornerstone Wealth Management held 1,000 shares of Generac Holdings worth $207K as of Q3 2026.
Cornerstone Wealth Management left its Generac Holdings share count unchanged in Q3 2026.
Generac Holdings made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #715 holding.
Cornerstone Wealth Management first reported a position in Generac Holdings in Q2 2023 and has held it in 6 quarters since.
Cornerstone Wealth Management's Generac Holdings position peaked at $293K in Q2 2026.
565 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.