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 Q3	$838K	Buy	4,049 +245	+6%	+$50.9K	0.39%	71
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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Values First Advisors's GNRC Position: Q3 2026 in Review

Values First Advisors increased its Generac Holdings (GNRC) stake by 6.4% in Q3 2026, buying an estimated $50.9K and bringing the position to 4,049 shares worth $838K. The position accounts for 0.39% of the portfolio, ranked #71.

Values First Advisors first reported a position in GNRC in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.11M in Q2 2026. 265 funds tracked by Wall St. Rank hold GNRC as of Q3 2026.

Values First Advisors held 4,049 shares of Generac Holdings worth $838K as of Q3 2026.
Values First Advisors bought 245 Generac Holdings shares in Q3 2026, an estimated $50.9K.
Generac Holdings made up 0.39% of Values First Advisors's portfolio in Q3 2026, its #71 holding.
Values First Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 13 quarters since.
Values First Advisors's Generac Holdings position peaked at $1.11M in Q2 2026.
265 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.