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Heartwood Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-10
Closed -$1.67K – 366
2025
Q3 		$1.67K Buy
+10
New +$1.75K ﹤0.01% 512

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heartwood Wealth Advisors's GNRC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Generac Holdings (GNRC) in Q4 2025, closing a stake of 10 shares — an estimated $1.67K sold.

Heartwood Wealth Advisors first reported a position in GNRC in Q3 2025 and held it in 1 quarter. The position peaked at $1.67K in Q3 2025. 746 funds tracked by Wall St. Rank hold GNRC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Generac Holdings position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 10 Generac Holdings shares in Q4 2025, an estimated $1.67K.
  • Heartwood Wealth Advisors first reported a position in Generac Holdings in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Generac Holdings position peaked at $1.67K in Q3 2025.
  • 746 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.