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Financial Advocates Investment Management’s Generac Holdings GNRC Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-3,073
Closed -$440K – 272
2025
Q2 		$440K Buy
3,073
+110
+4% +$13.4K 0.04% 391
2025
Q1 		$375K Buy
2,963
+182
+7% +$26.1K 0.03% 500
2024
Q4 		$431K Sell
2,781
-78
-3% -$13.5K 0.02% 500
2024
Q3 		$454K Sell
2,859
-58
-2% -$8.61K 0.03% 482
2024
Q2 		$386K Sell
2,917
-243
-8% -$33.6K 0.02% 504
2024
Q1 		$399K Buy
3,160
+163
+5% +$19.1K 0.02% 505
2023
Q4 		$387K Buy
2,997
+334
+13% +$36.6K 0.03% 479
2023
Q3 		$290K Buy
2,663
+618
+30% +$76.4K 0.02% 531
2023
Q2 		$305K Buy
+2,045
New +$233K 0.02% 518

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Financial Advocates Investment Management's GNRC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Generac Holdings (GNRC) in Q3 2025, closing a stake of 3,073 shares — an estimated $440K sold.

Financial Advocates Investment Management first reported a position in GNRC in Q2 2023 and held it in 9 quarters. The position peaked at $454K in Q3 2024. 803 funds tracked by Wall St. Rank hold GNRC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Generac Holdings position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,073 Generac Holdings shares in Q3 2025, an estimated $440K.
  • Financial Advocates Investment Management first reported a position in Generac Holdings in Q2 2023 and held it in 9 quarters.
  • Financial Advocates Investment Management's Generac Holdings position peaked at $454K in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.