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Accel Wealth Management’s Generac Holdings GNRC Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-169
Closed -$18.3K – 443
2023
Q1 		$18.3K Hold
169
– – 0.01% 744
2022
Q4 		$17K Buy
169
+10
+6% +$1.13K 0.01% 591
2022
Q3 		$29K Sell
159
-4
-2% -$917 0.02% 477
2022
Q2 		$35K Buy
163
+105
+181% +$25.8K 0.02% 418
2022
Q1 		$17K Hold
58
– – 0.01% 590
2021
Q4 		$20K Buy
+58
New +$24.1K 0.01% 571

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's GNRC Position: Q2 2023 in Review

Accel Wealth Management sold out of Generac Holdings (GNRC) in Q2 2023, closing a stake of 169 shares — an estimated $18.3K sold.

Accel Wealth Management first reported a position in GNRC in Q4 2021 and held it in 6 quarters. The position peaked at $35K in Q2 2022. 736 funds tracked by Wall St. Rank hold GNRC as of Q2 2023.

  • Accel Wealth Management reported no remaining Generac Holdings position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 169 Generac Holdings shares in Q2 2023, an estimated $18.3K.
  • Accel Wealth Management first reported a position in Generac Holdings in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Generac Holdings position peaked at $35K in Q2 2022.
  • 736 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.