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Optimum Investment Advisors’s Generac Holdings GNRC Stock Holding History

Optimum 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
2025
Q3 		$106K Hold
636
– – 0.04% 253
2025
Q2 		$91.1K Hold
636
– – 0.04% 266
2025
Q1 		$80.5K Sell
636
-100
-14% -$14.3K 0.04% 272
2024
Q4 		$114K Buy
736
+111
+18% +$19.2K 0.05% 237
2024
Q3 		$99.3K Buy
+625
New +$92.7K 0.04% 277
2022
Q1 		– Sell
-200
Closed -$70K – 859
2021
Q4 		$70K Buy
200
+100
+100% +$41.5K 0.03% 394
2021
Q3 		$41K Hold
100
– – 0.02% 487
2021
Q2 		$42K Buy
+100
New +$33.5K 0.01% 544

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Optimum Investment Advisors's GNRC Position: Q3 2025 in Review

Optimum Investment Advisors held its Generac Holdings (GNRC) position steady in Q3 2025 at 636 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #253.

Optimum Investment Advisors first reported a position in GNRC in Q2 2021 and has held it in 8 quarters since. The position peaked at $114K in Q4 2024. 803 funds tracked by Wall St. Rank hold GNRC as of Q3 2025.

  • Optimum Investment Advisors held 636 shares of Generac Holdings worth $106K as of Q3 2025.
  • Optimum Investment Advisors left its Generac Holdings share count unchanged in Q3 2025.
  • Generac Holdings made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #253 holding.
  • Optimum Investment Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 8 quarters since.
  • Optimum Investment Advisors's Generac Holdings position peaked at $114K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.