Evergreen Wealth Solutions’s Generac Holdings GNRC Stock Holding History

Evergreen Wealth Solutions’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	$319K	Buy	+1,634	New	+$314K	0.02%	319
2025 Q1	–	Sell	-1,447	Closed	-$224K	–	112
2024 Q4	$224K	Sell	1,447 -228	-14%	-$39.4K	0.16%	96
2024 Q3	$266K	Sell	1,675 -855	-34%	-$127K	0.18%	89
2024 Q2	$335K	Sell	2,530 -635	-20%	-$87.8K	0.24%	84
2024 Q1	$399K	Sell	3,165 -783	-20%	-$91.8K	0.3%	72
2023 Q4	$510K	Sell	3,948 -478	-11%	-$52.4K	0.44%	59
2023 Q3	$482K	Sell	4,426 -330	-7%	-$40.8K	0.49%	60
2023 Q2	$709K	Sell	4,756 -147	-3%	-$16.8K	0.72%	43
2023 Q1	$530K	Buy	4,903 +1,490	+44%	+$172K	0.61%	52
2022 Q4	$344K	Buy	3,413 +1,363	+66%	+$154K	0.45%	67
2022 Q3	$365K	Buy	2,050 +378	+23%	+$86.6K	0.52%	62
2022 Q2	$352K	Buy	+1,672	New	+$411K	0.43%	75

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Evergreen Wealth Solutions's GNRC Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Generac Holdings (GNRC) in Q1 2026: 1,634 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in GNRC as recently as Q4 2024.

Evergreen Wealth Solutions first reported a position in GNRC in Q2 2022 and has held it in 12 quarters since. The position peaked at $709K in Q2 2023. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Evergreen Wealth Solutions held 1,634 shares of Generac Holdings worth $319K as of Q1 2026.
Generac Holdings was a new Evergreen Wealth Solutions position in Q1 2026.
Generac Holdings made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #319 holding.
Evergreen Wealth Solutions first reported a position in Generac Holdings in Q2 2022 and has held it in 12 quarters since.
Evergreen Wealth Solutions's Generac Holdings position peaked at $709K in Q2 2023.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

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