SOA Wealth Advisors’s Generac Holdings GNRC Stock Holding History

SOA 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
2025 Q3	–	Sell	-1	Closed	-$143	–	905
2025 Q2	$143	Hold	1	–	–	﹤0.01%	828
2025 Q1	$127	Hold	1	–	–	﹤0.01%	838
2024 Q4	$155	Hold	1	–	–	﹤0.01%	832
2024 Q3	$159	Hold	1	–	–	﹤0.01%	797
2024 Q2	$132	Hold	1	–	–	﹤0.01%	812
2024 Q1	$126	Hold	1	–	–	﹤0.01%	865
2023 Q4	$129	Hold	1	–	–	﹤0.01%	865
2023 Q3	$109	Hold	1	–	–	﹤0.01%	900
2023 Q2	$149	Hold	1	–	–	﹤0.01%	892
2023 Q1	$108	Hold	1	–	–	﹤0.01%	933
2022 Q4	$101	Hold	1	–	–	﹤0.01%	942
2022 Q3	$0	Hold	1	–	–	﹤0.01%	875
2022 Q2	$0	Sell	1 -4	-80%	-$984	﹤0.01%	886
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	847
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	819
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	784
2021 Q2	$2K	Buy	5 +3	+150%	+$1.01K	﹤0.01%	768
2021 Q1	$0	Buy	+2	New	+$589	﹤0.01%	848

Other funds holding GNRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SOA Wealth Advisors's GNRC Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Generac Holdings (GNRC) in Q3 2025, closing a stake of 1 share — an estimated $143 sold.

SOA Wealth Advisors first reported a position in GNRC in Q1 2021 and held it in 18 quarters. The position peaked at $2K in Q3 2021. 804 funds tracked by Wall St. Rank hold GNRC as of Q3 2025.

SOA Wealth Advisors reported no remaining Generac Holdings position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 1 Generac Holdings share in Q3 2025, an estimated $143.
SOA Wealth Advisors first reported a position in Generac Holdings in Q1 2021 and held it in 18 quarters.
SOA Wealth Advisors's Generac Holdings position peaked at $2K in Q3 2021.
804 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.