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Sowell Financial Services’s Generac Holdings GNRC Stock Holding History

Sowell Financial Services’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 		$295K Sell
1,009
-211
-17% -$52.8K 0.01% 879
2026
Q1 		$238K Buy
+1,220
New +$234K 0.01% 937
2025
Q4 		– Sell
-1,606
Closed -$269K – 1134
2025
Q3 		$269K Sell
1,606
-852
-35% -$149K 0.01% 857
2025
Q2 		$352K Sell
2,458
-827
-25% -$101K 0.01% 722
2025
Q1 		$416K Buy
+3,285
New +$471K 0.02% 640
2021
Q2 		– Sell
-541
Closed -$172K – 1408
2021
Q1 		$172K Sell
541
-4,274
-89% -$1.26M 0.01% 1128
2020
Q4 		$1.09M Sell
4,815
-348
-7% -$74.9K 0.05% 311
2020
Q3 		$1M Sell
5,163
-978
-16% -$161K 0.05% 298
2020
Q2 		$749K Buy
6,141
+201
+3% +$21.2K 0.04% 348
2020
Q1 		$553K Buy
5,940
+312
+6% +$32.1K 0.04% 372
2019
Q4 		$566K Buy
+5,628
New +$524K 0.04% 416

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sowell Financial Services's GNRC Position: Q2 2026 in Review

Sowell Financial Services reduced its Generac Holdings (GNRC) stake by 17% in Q2 2026, selling an estimated $52.8K and leaving 1,009 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #879.

Sowell Financial Services first reported a position in GNRC in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2020. 999 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Sowell Financial Services held 1,009 shares of Generac Holdings worth $295K as of Q2 2026.
  • Sowell Financial Services sold 211 Generac Holdings shares in Q2 2026, an estimated $52.8K.
  • Generac Holdings made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #879 holding.
  • Sowell Financial Services first reported a position in Generac Holdings in Q4 2019 and has held it in 11 quarters since.
  • Sowell Financial Services's Generac Holdings position peaked at $1.09M in Q4 2020.
  • 999 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.