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

Pinnacle Wealth Planning Services’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	$141K	Buy	683 +138	+25%	+$28.7K	0.01%	661
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's GNRC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Generac Holdings (GNRC) stake by 25% in Q3 2026, buying an estimated $28.7K and bringing the position to 683 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #661.

Pinnacle Wealth Planning Services first reported a position in GNRC in Q4 2020 and has held it in 8 quarters since. The position peaked at $305K in Q2 2023. 767 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

Pinnacle Wealth Planning Services held 683 shares of Generac Holdings worth $141K as of Q3 2026.
Pinnacle Wealth Planning Services bought 138 Generac Holdings shares in Q3 2026, an estimated $28.7K.
Generac Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #661 holding.
Pinnacle Wealth Planning Services first reported a position in Generac Holdings in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Generac Holdings position peaked at $305K in Q2 2023.
767 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.