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Mount Yale Investment Advisors’s Generac Holdings GNRC Stock Holding History

Mount Yale Investment 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 		$398K Buy
1,360
+171
+14% +$42.8K 0.01% 867
2026
Q1 		$232K Buy
+1,189
New +$228K 0.01% 999
2025
Q4 		– Sell
-1,352
Closed -$226K – 757
2025
Q3 		$226K Buy
+1,352
New +$237K 0.02% 603
2022
Q4 		– Sell
-3,216
Closed -$573K – 474
2022
Q3 		$573K Buy
3,216
+8
+0.2% +$1.83K 0.08% 255
2022
Q2 		$676K Sell
3,208
-19
-0.6% -$4.67K 0.09% 241
2022
Q1 		$959K Sell
3,227
-165
-5% -$49.5K 0.1% 198
2021
Q4 		$1.19M Sell
3,392
-22
-0.6% -$9.13K 0.12% 180
2021
Q3 		$1.4M Sell
3,414
-328
-9% -$140K 0.16% 140
2021
Q2 		$1.55M Sell
3,742
-513
-12% -$172K 0.19% 121
2021
Q1 		$1.39M Sell
4,255
-1,269
-23% -$374K 0.18% 115
2020
Q4 		$1.26M Sell
5,524
-270
-5% -$58.1K 0.18% 131
2020
Q3 		$1.12M Sell
5,794
-514
-8% -$84.6K 0.16% 140
2020
Q2 		$769K Sell
6,308
-42
-0.7% -$4.42K 0.14% 158
2020
Q1 		$592K Buy
6,350
+477
+8% +$49.1K 0.13% 146
2019
Q4 		$608K Sell
5,873
-1,396
-19% -$130K 0.11% 162
2019
Q3 		$677K Sell
7,269
-237
-3% -$17.8K 0.12% 146
2019
Q2 		$544K Sell
7,506
-4
-0.1% -$234 0.1% 168
2019
Q1 		$385K Hold
7,510
– – 0.07% 223
2018
Q4 		$377K Sell
7,510
-339
-4% -$18.2K 0.08% 227
2018
Q3 		$441K Buy
+7,849
New +$430K 0.08% 199

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's GNRC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Generac Holdings (GNRC) stake by 14% in Q2 2026, buying an estimated $42.8K and bringing the position to 1,360 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #867.

Mount Yale Investment Advisors first reported a position in GNRC in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.55M in Q2 2021. 1,001 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Mount Yale Investment Advisors held 1,360 shares of Generac Holdings worth $398K as of Q2 2026.
  • Mount Yale Investment Advisors bought 171 Generac Holdings shares in Q2 2026, an estimated $42.8K.
  • Generac Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #867 holding.
  • Mount Yale Investment Advisors first reported a position in Generac Holdings in Q3 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Generac Holdings position peaked at $1.55M in Q2 2021.
  • 1,001 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.