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Mark Sheptoff Financial Planning’s Generac Holdings GNRC Stock Holding History

Mark Sheptoff Financial Planning’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 		$26.4K Hold
100
– – 0.01% 243
2025
Q4 		$13.6K Hold
100
– – 0.01% 317
2025
Q3 		$16.7K Hold
100
– – 0.01% 290
2025
Q2 		$14.3K Hold
100
– – 0.01% 303
2025
Q1 		$12.7K Hold
100
– – 0.01% 299
2024
Q4 		$15.5K Hold
100
– – 0.01% 279
2024
Q3 		$15.9K Hold
100
– – 0.01% 267
2024
Q2 		$13.2K Hold
100
– – 0.01% 288
2024
Q1 		$12.6K Hold
100
– – 0.01% 275
2023
Q4 		$12.9K Hold
100
– – 0.01% 265
2023
Q3 		$10.9K Hold
100
– – 0.01% 261
2023
Q2 		$14.9K Hold
100
– – 0.01% 249
2023
Q1 		$10.8K Hold
100
– – 0.01% 258
2022
Q4 		$10.1K Hold
100
– – 0.01% 266
2022
Q3 		$18K Hold
100
– – 0.01% 214
2022
Q2 		$21K Hold
100
– – 0.01% 217
2022
Q1 		$30K Hold
100
– – 0.02% 208
2021
Q4 		$35K Buy
100
+50
+100% +$20.7K 0.02% 209
2021
Q3 		$20K Buy
+50
New +$21.4K 0.01% 245

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

Mark Sheptoff Financial Planning's GNRC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Generac Holdings (GNRC) position steady in Q1 2026 at 100 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #243.

Mark Sheptoff Financial Planning first reported a position in GNRC in Q3 2021 and has held it in 19 quarters since. The position peaked at $35K in Q4 2021. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Generac Holdings worth $26.4K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Generac Holdings share count unchanged in Q1 2026.
  • Generac Holdings made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #243 holding.
  • Mark Sheptoff Financial Planning first reported a position in Generac Holdings in Q3 2021 and has held it in 19 quarters since.
  • Mark Sheptoff Financial Planning's Generac Holdings position peaked at $35K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.