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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

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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. 413 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.
  • 413 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.