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 Q2	$493K	Buy	+1,685	New	+$422K	0.12%	166
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

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

Heritage Wealth Management (Ohio)'s GNRC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Generac Holdings (GNRC) in Q2 2026: 1,685 shares worth $493K. The stake represents 0.12% of the portfolio and ranks #166 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in GNRC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in GNRC in Q2 2024 and has held it in 8 quarters since. 1,000 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

Heritage Wealth Management (Ohio) held 1,685 shares of Generac Holdings worth $493K as of Q2 2026.
Generac Holdings was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Generac Holdings made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #166 holding.
Heritage Wealth Management (Ohio) first reported a position in Generac Holdings in Q2 2024 and has held it in 8 quarters since.
1,000 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.