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Kingswood Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Kingswood 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
2026
Q2 		$1.09M Sell
3,732
-252
-6% -$63.1K 0.04% 390
2026
Q1 		$778K Buy
3,984
+167
+4% +$32.1K 0.04% 432
2025
Q4 		$521K Sell
3,817
-3,545
-48% -$572K 0.03% 515
2025
Q3 		$1.23M Buy
7,362
+4,962
+207% +$869K 0.07% 272
2025
Q2 		$344K Buy
2,400
+629
+36% +$76.7K 0.03% 526
2025
Q1 		$224K Sell
1,771
-109
-6% -$15.6K 0.02% 642
2024
Q4 		$291K Sell
1,880
-772
-29% -$133K 0.02% 618
2024
Q3 		$421K Buy
+2,652
New +$393K 0.03% 502
2024
Q1 		– Sell
-18,686
Closed -$186K – 647
2023
Q4 		$186K Buy
+18,686
New +$2.05M 0.02% 584

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kingswood Wealth Advisors's GNRC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Generac Holdings (GNRC) stake by 6.3% in Q2 2026, selling an estimated $63.1K and leaving 3,732 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #390.

Kingswood Wealth Advisors first reported a position in GNRC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2025. 997 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Kingswood Wealth Advisors held 3,732 shares of Generac Holdings worth $1.09M as of Q2 2026.
  • Kingswood Wealth Advisors sold 252 Generac Holdings shares in Q2 2026, an estimated $63.1K.
  • Generac Holdings made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • Kingswood Wealth Advisors first reported a position in Generac Holdings in Q4 2023 and has held it in 9 quarters since.
  • Kingswood Wealth Advisors's Generac Holdings position peaked at $1.23M in Q3 2025.
  • 997 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.