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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Values First Advisors's GNRC Position: Q1 2026 in Review

Values First Advisors opened a new position in Generac Holdings (GNRC) in Q1 2026: 2,173 shares worth $424K. The stake represents 0.22% of the portfolio and ranks #112 among its holdings. This is a return to the name: Values First Advisors previously reported a position in GNRC as recently as Q4 2024.

Values First Advisors first reported a position in GNRC in Q2 2021 and has held it in 11 quarters since. The position peaked at $763K in Q2 2023. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Values First Advisors held 2,173 shares of Generac Holdings worth $424K as of Q1 2026.
Generac Holdings was a new Values First Advisors position in Q1 2026.
Generac Holdings made up 0.22% of Values First Advisors's portfolio in Q1 2026, its #112 holding.
Values First Advisors first reported a position in Generac Holdings in Q2 2021 and has held it in 11 quarters since.
Values First Advisors's Generac Holdings position peaked at $763K in Q2 2023.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.