Olistico Wealth
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Olistico Wealth’s Generac Holdings GNRC Stock Holding History

Olistico Wealth’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
Q3 		$3.1K Hold
15
– – ﹤0.01% 326
2026
Q2 		$4.39K Hold
15
– – ﹤0.01% 291
2026
Q1 		$2.93K Hold
15
– – ﹤0.01% 311
2025
Q4 		$2.05K Buy
+15
New +$2.42K ﹤0.01% 315
2025
Q3 		– Sell
-15
Closed -$2.15K – 187
2025
Q2 		$2.15K Hold
15
– – ﹤0.01% 329
2025
Q1 		$1.9K Hold
15
– – ﹤0.01% 303
2024
Q4 		$2.33K Hold
15
– – ﹤0.01% 285
2024
Q3 		$2.38K Buy
+15
New +$2.22K ﹤0.01% 291

Other funds holding GNRC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Olistico Wealth's GNRC Position: Q3 2026 in Review

Olistico Wealth held its Generac Holdings (GNRC) position steady in Q3 2026 at 15 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Olistico Wealth first reported a position in GNRC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.39K in Q2 2026. 565 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Olistico Wealth held 15 shares of Generac Holdings worth $3.1K as of Q3 2026.
  • Olistico Wealth left its Generac Holdings share count unchanged in Q3 2026.
  • Generac Holdings made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #326 holding.
  • Olistico Wealth first reported a position in Generac Holdings in Q3 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Generac Holdings position peaked at $4.39K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.