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Root Financial Partners’s Generac Holdings GNRC Stock Holding History

Root Financial Partners’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 		– Sell
-218
Closed -$42.6K – 1534
2026
Q1 		$42.6K Buy
218
+54
+33% +$10.4K ﹤0.01% 949
2025
Q4 		$22.4K Buy
164
+26
+19% +$4.2K ﹤0.01% 1128
2025
Q3 		$23.1K Buy
+138
New +$24.2K ﹤0.01% 1043

Other funds holding GNRC

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Root Financial Partners's GNRC Position: Q2 2026 in Review

Root Financial Partners sold out of Generac Holdings (GNRC) in Q2 2026, closing a stake of 218 shares — an estimated $42.6K sold.

Root Financial Partners first reported a position in GNRC in Q3 2025 and held it in 3 quarters. The position peaked at $42.6K in Q1 2026. 323 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Root Financial Partners reported no remaining Generac Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 218 Generac Holdings shares in Q2 2026, an estimated $42.6K.
  • Root Financial Partners first reported a position in Generac Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Generac Holdings position peaked at $42.6K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.