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RFG - Bristol Wealth Advisors’s Generac Holdings GNRC Stock Holding History

RFG - Bristol Wealth 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
Q3 		$220K Hold
1,063
– – 0.05% 160
2026
Q2 		$311K Sell
1,063
-32
-3% -$8.02K 0.08% 144
2026
Q1 		$214K Buy
+1,095
New +$210K 0.06% 169

Other funds holding GNRC

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

RFG - Bristol Wealth Advisors's GNRC Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors held its Generac Holdings (GNRC) position steady in Q3 2026 at 1,063 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #160.

RFG - Bristol Wealth Advisors first reported a position in GNRC in Q1 2026 and has held it in 3 quarters since. The position peaked at $311K in Q2 2026. 34 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 1,063 shares of Generac Holdings worth $220K as of Q3 2026.
  • RFG - Bristol Wealth Advisors left its Generac Holdings share count unchanged in Q3 2026.
  • Generac Holdings made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Generac Holdings in Q1 2026 and has held it in 3 quarters since.
  • RFG - Bristol Wealth Advisors's Generac Holdings position peaked at $311K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.