OFA
GNRC icon

Oak Family Advisors’s Generac Holdings GNRC Stock Holding History

Oak Family 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
Q1 		$9.34M Sell
47,826
-10,755
-18% -$2.07M 2.88% 7
2025
Q4 		$7.99M Buy
58,581
+13,276
+29% +$2.14M 2.45% 13
2025
Q3 		$7.58M Sell
45,305
-2,499
-5% -$438K 2.46% 13
2025
Q2 		$6.85M Buy
47,804
+1,372
+3% +$167K 2.48% 16
2025
Q1 		$5.88M Sell
46,432
-205
-0.4% -$29.4K 2.44% 15
2024
Q4 		$7.23M Sell
46,637
-7,810
-14% -$1.35M 2.83% 11
2024
Q3 		$8.65M Sell
54,447
-1,011
-2% -$150K 3.13% 6
2024
Q2 		$7.33M Buy
55,458
+1,644
+3% +$227K 2.79% 10
2024
Q1 		$6.79M Buy
+53,814
New +$6.31M 2.61% 11

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $127B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return