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Heritage Wealth Management (Ohio)’s Generac Holdings GNRC Stock Holding History

Heritage Wealth Management (Ohio)’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
-1,685
Closed -$230K – 183
2025
Q4 		$230K Sell
1,685
-200
-11% -$32.3K 0.06% 238
2025
Q3 		$316K Hold
1,885
– – 0.09% 186
2025
Q2 		$270K Hold
1,885
– – 0.09% 194
2025
Q1 		$239K Hold
1,885
– – 0.08% 201
2024
Q4 		$292K Hold
1,885
– – 0.1% 186
2024
Q3 		$299K Hold
1,885
– – 0.1% 185
2024
Q2 		$265K Buy
+1,885
New +$261K 0.09% 192

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GNRC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Generac Holdings (GNRC) in Q1 2026, closing a stake of 1,685 shares — an estimated $230K sold.

Heritage Wealth Management (Ohio) first reported a position in GNRC in Q2 2024 and held it in 7 quarters. The position peaked at $316K in Q3 2025. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Generac Holdings position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,685 Generac Holdings shares in Q1 2026, an estimated $230K.
  • Heritage Wealth Management (Ohio) first reported a position in Generac Holdings in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Generac Holdings position peaked at $316K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.