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Schechter Investment Advisors’s Generac Holdings GNRC Stock Holding History

Schechter 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
2025
Q1 		$742K Sell
5,858
-2,950
-33% -$423K 0.06% 280
2024
Q4 		$1.37M Buy
8,808
+907
+11% +$157K 0.1% 185
2024
Q3 		$1.26M Buy
+7,901
New +$1.17M 0.09% 205
2022
Q1 		– Sell
-908
Closed -$319K – 948
2021
Q4 		$319K Buy
+908
New +$377K 0.03% 658

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schechter Investment Advisors's GNRC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Generac Holdings (GNRC) stake by 33% in Q1 2025, selling an estimated $423K and leaving 5,858 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #280.

Schechter Investment Advisors first reported a position in GNRC in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.37M in Q4 2024. 714 funds tracked by Wall St. Rank hold GNRC as of Q1 2025.

  • Schechter Investment Advisors held 5,858 shares of Generac Holdings worth $742K as of Q1 2025.
  • Schechter Investment Advisors sold 2,950 Generac Holdings shares in Q1 2025, an estimated $423K.
  • Generac Holdings made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #280 holding.
  • Schechter Investment Advisors first reported a position in Generac Holdings in Q4 2021 and has held it in 4 quarters since.
  • Schechter Investment Advisors's Generac Holdings position peaked at $1.37M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.