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Regal Investment Advisors’s Generac Holdings GNRC Stock Holding History

Regal Investment Advisors’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 		$2.63M Sell
13,463
-2,285
-15% -$439K 0.15% 163
2025
Q4 		$2.15M Sell
15,748
-637
-4% -$103K 0.13% 182
2025
Q3 		$2.74M Sell
16,385
-5,242
-24% -$918K 0.18% 144
2025
Q2 		$3.1M Buy
21,627
+952
+5% +$116K 0.23% 118
2025
Q1 		$2.62M Sell
20,675
-8,385
-29% -$1.2M 0.21% 127
2024
Q4 		$4.51M Sell
29,060
-6,084
-17% -$1.05M 0.34% 85
2024
Q3 		$5.58M Sell
35,144
-565
-2% -$83.8K 0.39% 70
2024
Q2 		$4.72M Buy
35,709
+515
+1% +$71.2K 0.31% 92
2024
Q1 		$4.44M Buy
35,194
+910
+3% +$107K 0.3% 97
2023
Q4 		$4.43M Buy
34,284
+9,893
+41% +$1.09M 0.34% 86
2023
Q3 		$2.66M Buy
24,391
+3,934
+19% +$487K 0.22% 123
2023
Q2 		$3.05M Sell
20,457
-187
-0.9% -$21.3K 0.26% 105
2023
Q1 		$2.23M Buy
+20,644
New +$2.39M 0.2% 135
2022
Q4 		– Sell
-2,262
Closed -$403K – 502
2022
Q3 		$403K Buy
2,262
+922
+69% +$211K 0.04% 302
2022
Q2 		$282K Buy
1,340
+286
+27% +$70.3K 0.03% 383
2022
Q1 		$313K Buy
1,054
+230
+28% +$69K 0.03% 396
2021
Q4 		$290K Sell
824
-39
-5% -$16.2K 0.03% 434
2021
Q3 		$353K Buy
863
+59
+7% +$25.3K 0.03% 387
2021
Q2 		$334K Buy
+804
New +$270K 0.03% 390

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Regal Investment Advisors's GNRC Position: Q1 2026 in Review

Regal Investment Advisors reduced its Generac Holdings (GNRC) stake by 15% in Q1 2026, selling an estimated $439K and leaving 13,463 shares worth $2.63M. The position accounts for 0.15% of the portfolio, ranked #163.

Regal Investment Advisors first reported a position in GNRC in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.58M in Q3 2024. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Regal Investment Advisors held 13,463 shares of Generac Holdings worth $2.63M as of Q1 2026.
  • Regal Investment Advisors sold 2,285 Generac Holdings shares in Q1 2026, an estimated $439K.
  • Generac Holdings made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #163 holding.
  • Regal Investment Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 19 quarters since.
  • Regal Investment Advisors's Generac Holdings position peaked at $5.58M in Q3 2024.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.