Perigon Wealth Management
GNRC icon

Perigon Wealth Management’s Generac Holdings GNRC Stock Holding History

Perigon Wealth Management’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 		– Sell
-758
Closed -$222K – 1512
2026
Q2 		$222K Buy
+758
New +$190K ﹤0.01% 1311
2025
Q4 		– Sell
-1,211
Closed -$203K – 1335
2025
Q3 		$203K Buy
+1,211
New +$212K ﹤0.01% 1165
2022
Q1 		– Sell
-689
Closed -$242K – 626
2021
Q4 		$242K Buy
689
+33
+5% +$13.7K 0.02% 507
2021
Q3 		$268K Buy
656
+15
+2% +$6.42K 0.02% 441
2021
Q2 		$266K Sell
641
-5
-0.8% -$1.68K 0.02% 431
2021
Q1 		$212K Buy
646
+4
+0.6% +$1.18K 0.02% 462
2020
Q4 		$146K Buy
+642
New +$138K 0.02% 466

Other funds holding GNRC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Perigon Wealth Management's GNRC Position: Q3 2026 in Review

Perigon Wealth Management sold out of Generac Holdings (GNRC) in Q3 2026, closing a stake of 758 shares — an estimated $222K sold.

Perigon Wealth Management first reported a position in GNRC in Q4 2020 and held it in 7 quarters. The position peaked at $268K in Q3 2021. 767 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Perigon Wealth Management reported no remaining Generac Holdings position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 758 Generac Holdings shares in Q3 2026, an estimated $222K.
  • Perigon Wealth Management first reported a position in Generac Holdings in Q4 2020 and held it in 7 quarters.
  • Perigon Wealth Management's Generac Holdings position peaked at $268K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.