Olistico Wealth, LLC GNRC — GENERAC HLDGS INC COM

Ownership history in Olistico Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

Olistico Wealth, LLC reported GENERAC HLDGS INC COM (GNRC) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows GNRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GNRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olistico Wealth, LLC's position in GENERAC HLDGS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GNRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GNRC stock page Olistico Wealth, LLC fund profile Olistico Wealth, LLC full holdings
How Olistico Wealth, LLC held GNRC — position size vs. price
% of Fund (quarterly)    GNRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 15 — 0% 0.00% $3K 2026-10-05 $215.20
2026 Q2 UNCHANGED — — — 15 — 0% 0.00% $4K 2026-07-13 $226.95
2026 Q1 UNCHANGED — — — 15 — 0% 0.00% $3K 2026-04-09 $207.34
2025 Q4 UNCHANGED — — — 15 — 0% 0.00% $2K 2026-01-13 $157.70
2025 Q2 UNCHANGED — — — 15 — 0% 0.00% $2K 2025-07-22 $150.29
2025 Q1 UNCHANGED — — — 15 — 0% 0.00% $2K 2025-04-29 $113.24
2024 Q4 UNCHANGED — — — 15 — 0% 0.00% $2K 2025-01-17 $161.24
2024 Q3 INITIATED — — — 15 — — 0.00% $2K 2024-10-08 $171.10

🏢 Other funds also holding GNRC

As of 2026 Q3 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 0.53% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.15% Bangor Savings Bank 3Y 7Y 0.01% GoalVest Advisory LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.0% TOMPKINS FINANCIAL CORP 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0% Planning Strategies Inc. 0.0%

FAQ About Olistico Wealth, LLC and GNRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Olistico Wealth, LLC reported owning GNRC?

Olistico Wealth, LLC reported GNRC across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported GNRC position in Olistico Wealth, LLC's portfolio?

The largest reported portfolio weight for GNRC was 0.00% in 2026 Q2.

What is the latest reported GNRC position on this page?

The most recent filing on this page is 2026 Q3, when Olistico Wealth, LLC reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this GNRC ownership page compare?

The chart compares Olistico Wealth, LLC's quarterly GNRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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