GeoWealth Management’s Generac Holdings GNRC Stock Holding History

GeoWealth 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 Q2	$167K	Buy	+571	New	+$143K	0.01%	807
2025 Q3	–	Sell	-45	Closed	-$6.44K	–	951
2025 Q2	$6.44K	Buy	+45	New	+$5.49K	﹤0.01%	1139
2025 Q1	–	Sell	-915	Closed	-$142K	–	1363
2024 Q4	$142K	Sell	915 -48	-5%	-$8.29K	﹤0.01%	875
2024 Q3	$153K	Buy	+963	New	+$143K	0.01%	787
2024 Q1	–	Sell	-2,412	Closed	-$312K	–	870
2023 Q4	$312K	Buy	+2,412	New	+$265K	0.03%	404
2022 Q3	–	Sell	-1,113	Closed	-$234K	–	360
2022 Q2	$234K	Sell	1,113 -150	-12%	-$36.9K	0.03%	229
2022 Q1	$375K	Sell	1,263 -433	-26%	-$130K	0.03%	236
2021 Q4	$597K	Buy	1,696 +5	+0.3%	+$2.07K	0.05%	186
2021 Q3	$691K	Sell	1,691 -37	-2%	-$15.8K	0.06%	187
2021 Q2	$717K	Buy	1,728 +251	+17%	+$84.2K	0.09%	120
2021 Q1	$484K	Buy	+1,477	New	+$435K	0.08%	120

Other funds holding GNRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GeoWealth Management's GNRC Position: Q2 2026 in Review

GeoWealth Management opened a new position in Generac Holdings (GNRC) in Q2 2026: 571 shares worth $167K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in GNRC as recently as Q2 2025.

GeoWealth Management first reported a position in GNRC in Q1 2021 and has held it in 11 quarters since. The position peaked at $717K in Q2 2021. 1,001 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

GeoWealth Management held 571 shares of Generac Holdings worth $167K as of Q2 2026.
Generac Holdings was a new GeoWealth Management position in Q2 2026.
Generac Holdings made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #807 holding.
GeoWealth Management first reported a position in Generac Holdings in Q1 2021 and has held it in 11 quarters since.
GeoWealth Management's Generac Holdings position peaked at $717K in Q2 2021.
1,001 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.