Creative Planning
GNRC icon

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
2026
Q3 		$8.65K Hold
200
– – ﹤0.01% 4313
2026
Q2 		$25.8K Buy
+200
New +$50.1K ﹤0.01% 4174
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

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning's GNRC Position: Q3 2026 in Review

Creative Planning increased its Generac Holdings (GNRC) stake by 17% in Q3 2026, buying an estimated $1.41M and bringing the position to 45,495 shares worth $9.42M. The position accounts for 0.01% of the portfolio, ranked #1026.

Creative Planning first reported a position in GNRC in Q2 2013 and has held it in 41 quarters since. The position peaked at $11.3M in Q2 2026. 327 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Creative Planning held 45,495 shares of Generac Holdings worth $9.42M as of Q3 2026.
  • Creative Planning bought 6,764 Generac Holdings shares in Q3 2026, an estimated $1.41M.
  • Generac Holdings made up 0.01% of Creative Planning's portfolio in Q3 2026, its #1026 holding.
  • Creative Planning first reported a position in Generac Holdings in Q2 2013 and has held it in 41 quarters since.
  • Creative Planning's Generac Holdings position peaked at $11.3M in Q2 2026.
  • 327 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.