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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
2025
Q4 		$409 Buy
+3
New +$484 ﹤0.01% 848

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's GNRC Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Generac Holdings (GNRC) in Q4 2025: 3 shares worth $409. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings.

746 funds tracked by Wall St. Rank hold GNRC as of Q4 2025.

  • Principia Wealth Advisory held 3 shares of Generac Holdings worth $409 as of Q4 2025.
  • Generac Holdings was a new Principia Wealth Advisory position in Q4 2025.
  • Generac Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #848 holding.
  • 746 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.