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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's GNRC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Generac Holdings (GNRC) stake by 14% in Q1 2026, selling an estimated $18.8K and leaving 587 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #727.

Pinnacle Wealth Planning Services first reported a position in GNRC in Q4 2020 and has held it in 6 quarters since. The position peaked at $305K in Q2 2023. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Pinnacle Wealth Planning Services held 587 shares of Generac Holdings worth $115K as of Q1 2026.
Pinnacle Wealth Planning Services sold 98 Generac Holdings shares in Q1 2026, an estimated $18.8K.
Generac Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #727 holding.
Pinnacle Wealth Planning Services first reported a position in Generac Holdings in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Generac Holdings position peaked at $305K in Q2 2023.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.