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Valeo Financial Advisors’s Generac Holdings GNRC Stock Holding History

Valeo Financial 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
2023
Q3 		– Sell
-100
Closed -$15 – 659
2023
Q2 		$15 Buy
+100
New +$11.4K ﹤0.01% 608
2020
Q4 		– Sell
-100
Closed -$19K – 1736
2020
Q3 		$19K Buy
+100
New +$16.5K ﹤0.01% 926

Other funds holding GNRC

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Valeo Financial Advisors's GNRC Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Generac Holdings (GNRC) in Q3 2026, closing a stake of 954 shares — an estimated $279K sold.

Valeo Financial Advisors first reported a position in GNRC in Q3 2017 and held it in 27 quarters. The position peaked at $604K in Q4 2023. 34 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Generac Holdings position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 954 Generac Holdings shares in Q3 2026, an estimated $279K.
  • Valeo Financial Advisors first reported a position in Generac Holdings in Q3 2017 and held it in 27 quarters.
  • Valeo Financial Advisors's Generac Holdings position peaked at $604K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.