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Forum Financial Management’s Generac Holdings GNRC Stock Holding History

Forum Financial 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 		– Sell
-1,837
Closed -$251K – 604
2025
Q4 		$251K Buy
1,837
+3
+0.2% +$484 ﹤0.01% 843
2025
Q3 		$307K Buy
1,834
+184
+11% +$32.2K ﹤0.01% 726
2025
Q2 		$236K Buy
+1,650
New +$201K ﹤0.01% 806
2022
Q1 		– Sell
-671
Closed -$236K – 639
2021
Q4 		$236K Buy
+671
New +$278K 0.01% 536

Other funds holding GNRC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Forum Financial Management's GNRC Position: Q1 2026 in Review

Forum Financial Management sold out of Generac Holdings (GNRC) in Q1 2026, closing a stake of 1,837 shares — an estimated $251K sold.

Forum Financial Management first reported a position in GNRC in Q4 2021 and held it in 4 quarters. The position peaked at $307K in Q3 2025. 869 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Forum Financial Management reported no remaining Generac Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,837 Generac Holdings shares in Q1 2026, an estimated $251K.
  • Forum Financial Management first reported a position in Generac Holdings in Q4 2021 and held it in 4 quarters.
  • Forum Financial Management's Generac Holdings position peaked at $307K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.