Trifecta Capital Advisors’s Generac Holdings GNRC Stock Holding History

Trifecta Capital 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 Q2	–	Sell	-6	Closed	-$760	–	489
2025 Q1	$760	Buy	+6	New	+$861	﹤0.01%	397
2023 Q4	–	Sell	-6	Closed	-$654	–	445
2023 Q3	$654	Hold	6	–	–	﹤0.01%	404
2023 Q2	$895	Sell	6 -1	-14%	-$114	﹤0.01%	382
2023 Q1	$757	Hold	7	–	–	﹤0.01%	388
2022 Q4	$705	Buy	+7	New	+$792	﹤0.01%	400

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trifecta Capital Advisors's GNRC Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Generac Holdings (GNRC) in Q2 2025, closing a stake of 6 shares — an estimated $760 sold.

Trifecta Capital Advisors first reported a position in GNRC in Q4 2022 and held it in 5 quarters. The position peaked at $895 in Q2 2023. 760 funds tracked by Wall St. Rank hold GNRC as of Q2 2025.

Trifecta Capital Advisors reported no remaining Generac Holdings position as of Q2 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 6 Generac Holdings shares in Q2 2025, an estimated $760.
Trifecta Capital Advisors first reported a position in Generac Holdings in Q4 2022 and held it in 5 quarters.
Trifecta Capital Advisors's Generac Holdings position peaked at $895 in Q2 2023.
760 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.