Values First Advisors’s Generac Holdings GNRC Stock Holding History

Values First 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	$1.11M	Buy	3,804 +1,631	+75%	+$409K	0.51%	61
2026 Q1	$424K	Buy	+2,173	New	+$417K	0.22%	112
2025 Q1	–	Sell	-2,081	Closed	-$323K	–	202
2024 Q4	$323K	Buy	+2,081	New	+$359K	0.18%	135
2023 Q3	–	Sell	-5,119	Closed	-$763K	–	172
2023 Q2	$763K	Buy	5,119 +526	+11%	+$60K	0.46%	66
2023 Q1	$496K	Buy	4,593 +1,595	+53%	+$185K	0.32%	90
2022 Q4	$302K	Sell	2,998 -173	-5%	-$19.6K	0.21%	115
2022 Q3	$565K	Buy	3,171 +220	+7%	+$50.4K	0.41%	74
2022 Q2	$622K	Buy	2,951 +523	+22%	+$129K	0.44%	69
2022 Q1	$722K	Buy	2,428 +807	+50%	+$242K	0.46%	66
2021 Q4	$571K	Buy	1,621 +253	+18%	+$105K	0.34%	90
2021 Q3	$559K	Sell	1,368 -216	-14%	-$92.5K	0.36%	88
2021 Q2	$658K	Buy	+1,584	New	+$531K	0.45%	80

Other funds holding GNRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Values First Advisors's GNRC Position: Q2 2026 in Review

Values First Advisors increased its Generac Holdings (GNRC) stake by 75% in Q2 2026, buying an estimated $409K and bringing the position to 3,804 shares worth $1.11M. The position accounts for 0.51% of the portfolio, ranked #61.

Values First Advisors first reported a position in GNRC in Q2 2021 and has held it in 12 quarters since. 1,000 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

Values First Advisors held 3,804 shares of Generac Holdings worth $1.11M as of Q2 2026.
Values First Advisors bought 1,631 Generac Holdings shares in Q2 2026, an estimated $409K.
Generac Holdings made up 0.51% of Values First Advisors's portfolio in Q2 2026, its #61 holding.
Values First Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 12 quarters since.
1,000 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.