GA
GNRC icon

GoalVest Advisory’s Generac Holdings GNRC Stock Holding History

GoalVest Advisory’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 		$39.5K Sell
135
-15,226
-99% -$3.81M 0.01% 232
2026
Q1 		$3M Sell
15,361
-440
-3% -$84.5K 0.59% 26
2025
Q4 		$2.15M Sell
15,801
-1,050
-6% -$169K 0.41% 34
2025
Q3 		$2.82M Buy
16,851
+135
+0.8% +$23.7K 0.6% 25
2025
Q2 		$2.39M Sell
16,716
-150
-0.9% -$18.3K 0.59% 25
2025
Q1 		$2.14M Buy
16,866
+300
+2% +$43K 0.59% 29
2024
Q4 		$2.57M Sell
16,566
-60
-0.4% -$10.4K 0.7% 25
2024
Q3 		$2.64M Sell
16,626
-153
-0.9% -$22.7K 0.76% 20
2024
Q2 		$2.22M Buy
16,779
+273
+2% +$37.7K 0.71% 18
2024
Q1 		$2.08M Buy
+16,506
New +$1.94M 0.69% 20

Other funds holding GNRC

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
GFS
Geremia Financial Services Edison, New Jersey $94.3M AUM

GoalVest Advisory's GNRC Position: Q2 2026 in Review

GoalVest Advisory reduced its Generac Holdings (GNRC) stake by 99% in Q2 2026, selling an estimated $3.81M and leaving 135 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #232.

GoalVest Advisory first reported a position in GNRC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3M in Q1 2026. 133 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • GoalVest Advisory held 135 shares of Generac Holdings worth $39.5K as of Q2 2026.
  • GoalVest Advisory sold 15,226 Generac Holdings shares in Q2 2026, an estimated $3.81M.
  • Generac Holdings made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #232 holding.
  • GoalVest Advisory first reported a position in Generac Holdings in Q1 2024 and has held it in 10 quarters since.
  • GoalVest Advisory's Generac Holdings position peaked at $3M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.