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Optimize Financial’s Generac Holdings GNRC Stock Holding History

Optimize Financial’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 		– Sell
-1,771
Closed -$242K – 371
2025
Q4 		$242K Buy
1,771
+24
+1% +$3.87K 0.12% 305
2025
Q3 		$292K Buy
1,747
+44
+3% +$7.71K 0.15% 287
2025
Q2 		$244K Sell
1,703
-12
-0.7% -$1.46K 0.15% 188
2025
Q1 		$217K Buy
1,715
+216
+14% +$31K 0.08% 181
2024
Q4 		$232K Buy
+1,499
New +$259K 0.17% 179

Other funds holding GNRC

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

Optimize Financial's GNRC Position: Q1 2026 in Review

Optimize Financial sold out of Generac Holdings (GNRC) in Q1 2026, closing a stake of 1,771 shares — an estimated $242K sold.

Optimize Financial first reported a position in GNRC in Q4 2024 and held it in 5 quarters. The position peaked at $292K in Q3 2025. 871 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Optimize Financial reported no remaining Generac Holdings position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,771 Generac Holdings shares in Q1 2026, an estimated $242K.
  • Optimize Financial first reported a position in Generac Holdings in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Generac Holdings position peaked at $292K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.