Pinnacle Wealth Planning Services’s Generac Holdings GNRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$160K Sell
545
-42
-7% -$10.5K 0.02% 630
2026
Q1
$115K Sell
587
-98
-14% -$18.8K 0.01% 727
2025
Q4
$93.4K Buy
+685
New +$111K 0.01% 819
2023
Q4
Sell
-1,977
Closed -$215K 498
2023
Q3
$215K Sell
1,977
-71
-3% -$8.78K 0.04% 345
2023
Q2
$305K Buy
2,048
+21
+1% +$2.39K 0.05% 254
2023
Q1
$219K Buy
+2,027
New +$234K 0.04% 357
2021
Q1
Sell
-213
Closed -$48K 995
2020
Q4
$48K Buy
+213
New +$45.8K 0.01% 817

Other funds holding GNRC

Pinnacle Wealth Planning Services's GNRC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Generac Holdings (GNRC) stake by 7.2% in Q2 2026, selling an estimated $10.5K and leaving 545 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #630.

Pinnacle Wealth Planning Services first reported a position in GNRC in Q4 2020 and has held it in 7 quarters since. The position peaked at $305K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 545 shares of Generac Holdings worth $160K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 42 Generac Holdings shares in Q2 2026, an estimated $10.5K.
  • Generac Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #630 holding.
  • Pinnacle Wealth Planning Services first reported a position in Generac Holdings in Q4 2020 and has held it in 7 quarters since.
  • Pinnacle Wealth Planning Services's Generac Holdings position peaked at $305K in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.