Sigma Planning Corp
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Sigma Planning Corp’s Generac Holdings GNRC Stock Holding History

Sigma Planning Corp’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 		$471K Sell
2,277
-4,105
-64% -$853K 0.01% 865
2026
Q2 		$1.87M Buy
6,382
+4,832
+312% +$1.21M 0.05% 384
2026
Q1 		$303K Buy
+1,550
New +$298K 0.01% 1047
2025
Q3 		– Sell
-1,474
Closed -$211K – 1324
2025
Q2 		$211K Buy
+1,474
New +$180K 0.01% 1156
2024
Q4 		– Sell
-1,302
Closed -$207K – 1204
2024
Q3 		$207K Buy
+1,302
New +$193K 0.01% 1124
2024
Q1 		– Sell
-1,790
Closed -$231K – 1234
2023
Q4 		$231K Sell
1,790
-2,319
-56% -$254K 0.02% 720
2023
Q3 		$448K Sell
4,109
-986
-19% -$122K 0.02% 764
2023
Q2 		$760K Sell
5,095
-3,816
-43% -$435K 0.03% 566
2023
Q1 		$962K Buy
8,911
+2,389
+37% +$276K 0.03% 526
2022
Q4 		$657K Sell
6,522
-3,533
-35% -$400K 0.02% 655
2022
Q3 		$1.79M Buy
10,055
+2,738
+37% +$628K 0.07% 282
2022
Q2 		$1.54M Buy
7,317
+630
+9% +$155K 0.05% 327
2022
Q1 		$1.99M Sell
6,687
-697
-9% -$209K 0.06% 314
2021
Q4 		$2.6M Buy
7,384
+2,267
+44% +$940K 0.07% 276
2021
Q3 		$2.09M Sell
5,117
-1,877
-27% -$804K 0.06% 318
2021
Q2 		$2.9M Buy
6,994
+532
+8% +$178K 0.09% 248
2021
Q1 		$2.12M Buy
6,462
+888
+16% +$262K 0.07% 298
2020
Q4 		$1.27M Buy
5,574
+2,414
+76% +$520K 0.04% 384
2020
Q3 		$612K Buy
3,160
+499
+19% +$82.1K 0.02% 541
2020
Q2 		$324K Buy
+2,661
New +$280K 0.01% 748

Other funds holding GNRC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sigma Planning Corp's GNRC Position: Q3 2026 in Review

Sigma Planning Corp reduced its Generac Holdings (GNRC) stake by 64% in Q3 2026, selling an estimated $853K and leaving 2,277 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #865.

Sigma Planning Corp first reported a position in GNRC in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.9M in Q2 2021. 470 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Sigma Planning Corp held 2,277 shares of Generac Holdings worth $471K as of Q3 2026.
  • Sigma Planning Corp sold 4,105 Generac Holdings shares in Q3 2026, an estimated $853K.
  • Generac Holdings made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #865 holding.
  • Sigma Planning Corp first reported a position in Generac Holdings in Q2 2020 and has held it in 20 quarters since.
  • Sigma Planning Corp's Generac Holdings position peaked at $2.9M in Q2 2021.
  • 470 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.