Valeo Financial Advisors’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $279K | Buy |
+954
| New | +$239K | 0.01% | 643 |
|
|
2026
Q1 | – | Sell |
-1,553
| Closed | -$212K | – | 813 |
|
|
2025
Q4 | $212K | Buy |
1,553
+19
| +1% | +$3.07K | ﹤0.01% | 738 |
|
|
2025
Q3 | $257K | Buy |
1,534
+16
| +1% | +$2.8K | 0.01% | 663 |
|
|
2025
Q2 | $217K | Buy |
+1,518
| New | +$185K | 0.01% | 683 |
|
|
2025
Q1 | – | Sell |
-1,585
| Closed | -$246K | – | 717 |
|
|
2024
Q4 | $246K | Buy |
+1,585
| New | +$274K | 0.01% | 603 |
|
|
2024
Q1 | – | Sell |
-4,675
| Closed | -$604K | – | 683 |
|
|
2023
Q4 | $604K | Buy |
+4,675
| New | +$513K | 0.02% | 311 |
|
|
2023
Q3 | – | Sell |
-1,362
| Closed | -$203K | – | 660 |
|
|
2023
Q2 | $203K | Buy |
+1,362
| New | +$155K | 0.01% | 544 |
|
|
2022
Q4 | – | Sell |
-1,659
| Closed | -$296K | – | 578 |
|
|
2022
Q3 | $296K | Buy |
+1,659
| New | +$380K | 0.02% | 348 |
|
|
2022
Q2 | – | Sell |
-755
| Closed | -$224K | – | 565 |
|
|
2022
Q1 | $224K | Buy |
755
+7
| +0.9% | +$2.1K | 0.01% | 519 |
|
|
2021
Q4 | $263K | Buy |
748
+9
| +1% | +$3.73K | 0.01% | 441 |
|
|
2021
Q3 | $302K | Sell |
739
-434
| -37% | -$186K | 0.02% | 399 |
|
|
2021
Q2 | $487K | Buy |
1,173
+500
| +74% | +$168K | 0.03% | 266 |
|
|
2021
Q1 | $220K | Sell |
673
-52
| -7% | -$15.3K | 0.01% | 421 |
|
|
2020
Q4 | $165K | Sell |
725
-10
| -1% | -$2.15K | 0.01% | 452 |
|
|
2020
Q3 | $142K | Buy |
735
+35
| +5% | +$5.76K | 0.01% | 396 |
|
|
2020
Q2 | $85K | Hold |
700
| – | – | 0.01% | 558 |
|
|
2020
Q1 | $71K | Hold |
700
| – | – | 0.01% | 505 |
|
|
2019
Q4 | $70K | Hold |
700
| – | – | 0.01% | 536 |
|
|
2019
Q3 | $55K | Hold |
700
| – | – | 0.01% | 570 |
|
|
2019
Q2 | $49K | Hold |
700
| – | – | 0.01% | 602 |
|
|
2019
Q1 | $36K | Hold |
700
| – | – | ﹤0.01% | 636 |
|
|
2018
Q4 | $35K | Hold |
700
| – | – | ﹤0.01% | 578 |
|
|
2018
Q3 | $36K | Hold |
700
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $38K | Hold |
700
| – | – | 0.01% | 605 |
|
|
2018
Q1 | $32K | Hold |
700
| – | – | 0.01% | 591 |
|
|
2017
Q4 | $35K | Buy |
700
+300
| +75% | +$14.9K | 0.01% | 543 |
|
|
2017
Q3 | $18K | Buy |
+400
| New | +$15.7K | ﹤0.01% | 577 |
|
Other funds holding GNRC
AI
Valeo Financial Advisors's GNRC Position: Q2 2026 in Review
Valeo Financial Advisors opened a new position in Generac Holdings (GNRC) in Q2 2026: 954 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in GNRC as recently as Q4 2025.
Valeo Financial Advisors first reported a position in GNRC in Q3 2017 and has held it in 27 quarters since. The position peaked at $604K in Q4 2023. 997 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.
- Valeo Financial Advisors held 954 shares of Generac Holdings worth $279K as of Q2 2026.
- Generac Holdings was a new Valeo Financial Advisors position in Q2 2026.
- Generac Holdings made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #643 holding.
- Valeo Financial Advisors first reported a position in Generac Holdings in Q3 2017 and has held it in 27 quarters since.
- Valeo Financial Advisors's Generac Holdings position peaked at $604K in Q4 2023.
- 997 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.