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EP Wealth Advisors’s Generac Holdings GNRC Stock Holding History

EP Wealth 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 		$1.64M Buy
5,590
+1,653
+42% +$414K 0.01% 629
2026
Q1 		$769K Buy
3,937
+144
+4% +$27.7K ﹤0.01% 725
2025
Q4 		$517K Buy
+3,793
New +$612K ﹤0.01% 865
2025
Q2 		$647K Buy
4,516
+1,734
+62% +$212K ﹤0.01% 684
2025
Q1 		$352K Buy
+2,782
New +$399K ﹤0.01% 837
2022
Q1 		– Sell
-604
Closed -$213K – 647
2021
Q4 		$213K Hold
604
– – 0.01% 519
2021
Q3 		$247K Hold
604
– – 0.01% 472
2021
Q2 		$251K Buy
+604
New +$203K 0.01% 480

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EP Wealth Advisors's GNRC Position: Q2 2026 in Review

EP Wealth Advisors increased its Generac Holdings (GNRC) stake by 42% in Q2 2026, buying an estimated $414K and bringing the position to 5,590 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #629.

EP Wealth Advisors first reported a position in GNRC in Q2 2021 and has held it in 8 quarters since. 1,000 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • EP Wealth Advisors held 5,590 shares of Generac Holdings worth $1.64M as of Q2 2026.
  • EP Wealth Advisors bought 1,653 Generac Holdings shares in Q2 2026, an estimated $414K.
  • Generac Holdings made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #629 holding.
  • EP Wealth Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 8 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.