Fiduciary Alliance’s Generac Holdings GNRC Stock Holding History

Fiduciary Alliance’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	$330K	Sell	1,613 -222	-12%	-$42.6K	0.02%	430
2025 Q4	$250K	Buy	1,835 +25	+1%	+$4.03K	0.02%	458
2025 Q3	$303K	Sell	1,810 -449	-20%	-$78.7K	0.02%	413
2025 Q2	$324K	Buy	2,259 +89	+4%	+$10.9K	0.02%	379
2025 Q1	$275K	Sell	2,170 -7,090	-77%	-$1.02M	0.03%	327
2024 Q4	$1.44M	Buy	9,260 +4,658	+101%	+$805K	0.15%	131
2024 Q3	$731K	Buy	4,602 +1,197	+35%	+$178K	0.1%	127
2024 Q2	$468K	Buy	3,405 +1,162	+52%	+$161K	0.08%	135
2024 Q1	$286K	Buy	+2,243	New	+$263K	0.05%	158
2023 Q3	–	Sell	-5	Closed	-$746	–	481
2023 Q2	$746	Buy	+5	New	+$570	﹤0.01%	893
2023 Q1	–	Sell	-5	Closed	-$503	–	426
2022 Q4	$503	Buy	+5	New	+$566	﹤0.01%	848

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

Fiduciary Alliance's GNRC Position: Q1 2026 in Review

Fiduciary Alliance reduced its Generac Holdings (GNRC) stake by 12% in Q1 2026, selling an estimated $42.6K and leaving 1,613 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #430.

Fiduciary Alliance first reported a position in GNRC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2024. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Fiduciary Alliance held 1,613 shares of Generac Holdings worth $330K as of Q1 2026.
Fiduciary Alliance sold 222 Generac Holdings shares in Q1 2026, an estimated $42.6K.
Generac Holdings made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #430 holding.
Fiduciary Alliance first reported a position in Generac Holdings in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's Generac Holdings position peaked at $1.44M in Q4 2024.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.