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Principia Wealth Advisory’s Generac Holdings GNRC Stock Holding History

Principia Wealth Advisory’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
Q2 		$878 Hold
3
– – ﹤0.01% 795
2026
Q1 		$586 Hold
3
– – ﹤0.01% 829
2025
Q4 		$409 Buy
+3
New +$484 ﹤0.01% 848

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principia Wealth Advisory's GNRC Position: Q2 2026 in Review

Principia Wealth Advisory held its Generac Holdings (GNRC) position steady in Q2 2026 at 3 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Principia Wealth Advisory first reported a position in GNRC in Q4 2025 and has held it in 3 quarters since. 1,000 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Principia Wealth Advisory held 3 shares of Generac Holdings worth $878 as of Q2 2026.
  • Principia Wealth Advisory left its Generac Holdings share count unchanged in Q2 2026.
  • Generac Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #795 holding.
  • Principia Wealth Advisory first reported a position in Generac Holdings in Q4 2025 and has held it in 3 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.