Stiles Financial Services
GNRC icon

Stiles Financial Services’s Generac Holdings GNRC Stock Holding History

Stiles 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
Q3 		$3.79M Buy
18,304
+416
+2% +$86.4K 0.97% 25
2026
Q2 		$5.24M Sell
17,888
-358
-2% -$89.7K 1.32% 15
2026
Q1 		$3.56M Buy
18,246
+35
+0.2% +$6.72K 1.09% 23
2025
Q4 		$2.48M Buy
18,211
+1,155
+7% +$186K 0.76% 45
2025
Q3 		$2.86M Sell
17,056
-560
-3% -$98.1K 0.9% 32
2025
Q2 		$2.52M Buy
17,616
+1,615
+10% +$197K 0.87% 38
2025
Q1 		$2.03M Buy
16,001
+1,573
+11% +$226K 0.78% 45
2024
Q4 		$2.24M Buy
14,428
+2,130
+17% +$368K 0.81% 41
2024
Q3 		$1.95M Buy
12,298
+930
+8% +$138K 0.69% 48
2024
Q2 		$1.5M Buy
11,368
+204
+2% +$28.2K 0.58% 56
2024
Q1 		$1.41M Sell
11,164
-75
-0.7% -$8.8K 0.56% 61
2023
Q4 		$1.45M Buy
11,239
+1,128
+11% +$124K 0.66% 51
2023
Q3 		$1.1M Buy
10,111
+1,147
+13% +$142K 0.57% 58
2023
Q2 		$1.34M Buy
8,964
+660
+8% +$75.2K 0.66% 50
2023
Q1 		$897K Buy
8,304
+1,335
+19% +$154K 0.48% 63
2022
Q4 		$702K Buy
6,969
+4,605
+195% +$521K 0.4% 72
2022
Q3 		$421K Buy
+2,364
New +$542K 0.26% 99

Other funds holding GNRC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Stiles Financial Services's GNRC Position: Q3 2026 in Review

Stiles Financial Services increased its Generac Holdings (GNRC) stake by 2.3% in Q3 2026, buying an estimated $86.4K and bringing the position to 18,304 shares worth $3.79M. The position accounts for 0.97% of the portfolio, ranked #25.

Stiles Financial Services first reported a position in GNRC in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.24M in Q2 2026. 655 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Stiles Financial Services held 18,304 shares of Generac Holdings worth $3.79M as of Q3 2026.
  • Stiles Financial Services bought 416 Generac Holdings shares in Q3 2026, an estimated $86.4K.
  • Generac Holdings made up 0.97% of Stiles Financial Services's portfolio in Q3 2026, its #25 holding.
  • Stiles Financial Services first reported a position in Generac Holdings in Q3 2022 and has held it in 17 quarters since.
  • Stiles Financial Services's Generac Holdings position peaked at $5.24M in Q2 2026.
  • 655 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.