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Valued Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Valued Wealth 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
2026
Q2 		$2.64K Hold
9
– – ﹤0.01% 606
2026
Q1 		$1.76K Hold
9
– – ﹤0.01% 586
2025
Q4 		$1.23K Hold
9
– – ﹤0.01% 447
2025
Q3 		$1.51K Hold
9
– – ﹤0.01% 407
2025
Q2 		$1.29K Hold
9
– – ﹤0.01% 419
2025
Q1 		$1.14K Hold
9
– – ﹤0.01% 462
2024
Q4 		$1.4K Hold
9
– – ﹤0.01% 436
2024
Q3 		$1.43K Hold
9
– – ﹤0.01% 407
2024
Q2 		$1.19K Hold
9
– – ﹤0.01% 423
2024
Q1 		$1.14K Hold
9
– – ﹤0.01% 426
2023
Q4 		$981 Buy
+9
New +$987 ﹤0.01% 381

Other funds holding GNRC

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Valued Wealth Advisors's GNRC Position: Q2 2026 in Review

Valued Wealth Advisors held its Generac Holdings (GNRC) position steady in Q2 2026 at 9 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Valued Wealth Advisors first reported a position in GNRC in Q4 2023 and has held it in 11 quarters since. 234 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Valued Wealth Advisors held 9 shares of Generac Holdings worth $2.64K as of Q2 2026.
  • Valued Wealth Advisors left its Generac Holdings share count unchanged in Q2 2026.
  • Generac Holdings made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #606 holding.
  • Valued Wealth Advisors first reported a position in Generac Holdings in Q4 2023 and has held it in 11 quarters since.
  • 234 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.