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Wellspring Financial Advisors’s Generac Holdings GNRC Stock Holding History

Wellspring Financial 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 		$448K Sell
1,533
-400
-21% -$100K 0.03% 181
2026
Q1 		$378K Buy
+1,933
New +$371K 0.03% 192

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

Wellspring Financial Advisors's GNRC Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Generac Holdings (GNRC) stake by 21% in Q2 2026, selling an estimated $100K and leaving 1,533 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #181.

Wellspring Financial Advisors first reported a position in GNRC in Q1 2026 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Wellspring Financial Advisors held 1,533 shares of Generac Holdings worth $448K as of Q2 2026.
  • Wellspring Financial Advisors sold 400 Generac Holdings shares in Q2 2026, an estimated $100K.
  • Generac Holdings made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #181 holding.
  • Wellspring Financial Advisors first reported a position in Generac Holdings in Q1 2026 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.