Creative Planning
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Creative Planning’s Generac Holdings GNRC Stock Holding History

Creative 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
2023
Q1 		– Sell
-200
Closed -$10 – 2702
2022
Q4 		$10 Hold
200
– – ﹤0.01% 2483
2022
Q3 		$1K Buy
+200
New +$45.8K ﹤0.01% 2303

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

Creative Planning's GNRC Position: Q1 2026 in Review

Creative Planning increased its Generac Holdings (GNRC) stake by 14% in Q1 2026, buying an estimated $809K and bringing the position to 35,064 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Creative Planning first reported a position in GNRC in Q2 2013 and has held it in 39 quarters since. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Creative Planning held 35,064 shares of Generac Holdings worth $6.85M as of Q1 2026.
  • Creative Planning bought 4,211 Generac Holdings shares in Q1 2026, an estimated $809K.
  • Generac Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #961 holding.
  • Creative Planning first reported a position in Generac Holdings in Q2 2013 and has held it in 39 quarters since.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.