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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
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

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

EP Wealth Advisors's GNRC Position: Q1 2026 in Review

EP Wealth Advisors increased its Generac Holdings (GNRC) stake by 3.8% in Q1 2026, buying an estimated $27.7K and bringing the position to 3,937 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

EP Wealth Advisors first reported a position in GNRC in Q2 2021 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • EP Wealth Advisors held 3,937 shares of Generac Holdings worth $769K as of Q1 2026.
  • EP Wealth Advisors bought 144 Generac Holdings shares in Q1 2026, an estimated $27.7K.
  • Generac Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #725 holding.
  • EP Wealth Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 7 quarters since.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.