Root Financial Partners
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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
Q3 		$62.9K Buy
+304
New +$63.2K ﹤0.01% 965
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's GNRC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Generac Holdings (GNRC) in Q3 2026: 304 shares worth $62.9K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GNRC as recently as Q1 2026.

Root Financial Partners first reported a position in GNRC in Q3 2025 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Root Financial Partners held 304 shares of Generac Holdings worth $62.9K as of Q3 2026.
  • Generac Holdings was a new Root Financial Partners position in Q3 2026.
  • Generac Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #965 holding.
  • Root Financial Partners first reported a position in Generac Holdings in Q3 2025 and has held it in 4 quarters since.
  • 767 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.