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Evercore Wealth Management’s Generac Holdings GNRC Stock Holding History

Evercore 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
Q1 		$75.4M Sell
386,149
-8,866
-2% -$1.7M 1.19% 25
2025
Q4 		$53.9M Sell
395,015
-8,489
-2% -$1.37M 0.79% 35
2025
Q3 		$67.5M Sell
403,504
-28,641
-7% -$5.02M 0.99% 31
2025
Q2 		$61.9M Buy
432,145
+8,563
+2% +$1.04M 0.96% 35
2025
Q1 		$53.6M Sell
423,582
-6,486
-2% -$931K 0.86% 36
2024
Q4 		$66.7M Buy
430,068
+17,711
+4% +$3.06M 1% 35
2024
Q3 		$65.5M Buy
412,357
+19,482
+5% +$2.89M 0.98% 36
2024
Q2 		$51.9M Buy
392,875
+3,820
+1% +$528K 0.82% 37
2024
Q1 		$49.1M Buy
389,055
+21,147
+6% +$2.48M 0.77% 39
2023
Q4 		$47.5M Buy
367,908
+20,292
+6% +$2.23M 0.8% 39
2023
Q3 		$37.9M Buy
347,616
+27,704
+9% +$3.43M 0.71% 41
2023
Q2 		$47.7M Buy
319,912
+40,127
+14% +$4.57M 0.88% 39
2023
Q1 		$30.2M Buy
279,785
+59,172
+27% +$6.84M 0.6% 43
2022
Q4 		$22.2M Sell
220,613
-16,328
-7% -$1.85M 0.47% 47
2022
Q3 		$42.2M Buy
236,941
+27,150
+13% +$6.22M 0.95% 35
2022
Q2 		$44.2M Buy
+209,791
New +$51.6M 0.93% 37

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

Evercore Wealth Management's GNRC Position: Q1 2026 in Review

Evercore Wealth Management reduced its Generac Holdings (GNRC) stake by 2.2% in Q1 2026, selling an estimated $1.7M and leaving 386,149 shares worth $75.4M. The position accounts for 1.19% of the portfolio, ranked #25.

Evercore Wealth Management first reported a position in GNRC in Q2 2022 and has held it in 16 quarters since. 867 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Evercore Wealth Management held 386,149 shares of Generac Holdings worth $75.4M as of Q1 2026.
  • Evercore Wealth Management sold 8,866 Generac Holdings shares in Q1 2026, an estimated $1.7M.
  • Generac Holdings made up 1.19% of Evercore Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Evercore Wealth Management first reported a position in Generac Holdings in Q2 2022 and has held it in 16 quarters since.
  • 867 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.