E. Ohman J:or Asset Management 13F: Exits Generac (GNRC) Stake

E. Ohman J:or Asset Management completely exited its position in Generac Holdings Inc. (NYSE:GNRC), selling all 100,936 shares. The complete liquidation was revealed in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. Prior to the sale, the stake represented a notable holding in the portfolio before the firm decided to cash out entirely.

GNRC Generac Holdings Inc.

$203.14 ▲ +43.97% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in E. Ohman J:or Asset Management's Generac Position

The fund sold out of its entire holding, reducing its share count from 100,936 shares down to zero. Because the fund closed out the position completely, it represents a 100.0% reduction in its exposure to the specialty industrial machinery maker.

Other Institutional Activity in Generac

Other major investment firms also adjusted their stakes in Generac around the same reporting period. Boston Partners reduced its holdings by 219,042 shares, ending with 1,317,015 shares worth about $247,421,030.00. Ariel Investments, LLC trimmed its position by 296,912 shares to hold 997,951 shares valued at approximately $187,480,070.00. Shaw D.E. & Co., Inc. cut its stake by 340,661 shares, leaving it with 957,094 shares valued at roughly $179,804,469.00. Finally, Arrowstreet Capital, Limited Partnership pared its holdings by 150,897 shares to finish with 887,621 shares worth about $166,752,924.00.

Generac Holdings Inc. Stock Down 1.4%

Generac shares recently traded around $191.80 as of October 22, 2026, which is up about 2.1% from the stock's closing price of $187.87 on the day of the filing. The equity has experienced a wide trading range over the past year, reaching a 52-week high of $296.44 and dipping to a low of $134.80.

Insider Buying and Selling at Generac Holdings Inc.

Company insiders have also been active with their shares. Chief Executive Officer Aaron P. Jagdfeld sold 5,000 shares on September 1, 2026, at an average price of $182.21 for a total value of $911,050.00. Officer Norman P. Taffe disposed of 400 shares on September 8, 2026, totaling $75,481.00. Later, on October 2, 2026, Officer Kyle Andrew Raabe sold 603 shares at $212.57 per share, realizing $128,180.00. Officer Norman P. Taffe returned to sell another 550 shares on October 6, 2026, valued at $119,184.00.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the manufacturer. On September 30, 2026, Citigroup maintained its Neutral rating while lowering its price target from $300.00 to $232.00. Stifel kept a Buy rating on September 30, 2026, bumping its target slightly from $285.00 to $290.00. Cantor Fitzgerald maintained an Overweight rating on October 5, 2026, reducing its target from $333.00 to $297.00. Piper Sandler initiated coverage with an Overweight rating and a $303.00 price target on October 8, 2026. Keybanc upgraded the stock to Overweight with a $280.00 target on the same day.

About Generac Holdings Inc.

Generac Holdings Inc. builds power equipment and energy technology solutions for homes and businesses. The company specializes in automatic standby generators, transfer switches, and monitoring systems designed to help customers manage backup power and smart home energy needs.

Bottom Line

Investors tracking the stock will look to upcoming corporate updates and broader energy equipment demand to gauge future performance. No investment recommendation is implied by these portfolio changes.