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Waverly Advisors’s Generac Holdings GNRC Stock Holding History

Waverly 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 		$286K Buy
+1,463
New +$281K ﹤0.01% 1322
2025
Q2 		– Sell
-2,834
Closed -$359K – 1199
2025
Q1 		$359K Sell
2,834
-94
-3% -$13.5K ﹤0.01% 871
2024
Q4 		$454K Buy
+2,928
New +$506K 0.01% 705

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Waverly Advisors's GNRC Position: Q1 2026 in Review

Waverly Advisors opened a new position in Generac Holdings (GNRC) in Q1 2026: 1,463 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in GNRC as recently as Q1 2025.

Waverly Advisors first reported a position in GNRC in Q4 2024 and has held it in 3 quarters since. The position peaked at $454K in Q4 2024. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • Waverly Advisors held 1,463 shares of Generac Holdings worth $286K as of Q1 2026.
  • Generac Holdings was a new Waverly Advisors position in Q1 2026.
  • Generac Holdings made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1322 holding.
  • Waverly Advisors first reported a position in Generac Holdings in Q4 2024 and has held it in 3 quarters since.
  • Waverly Advisors's Generac Holdings position peaked at $454K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.