AE Wealth Management’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,187
| Closed | -$1.05M | – | 1486 |
|
|
2023
Q4 | $1.05M | Buy |
9,187
+2,300
| +33% | +$264K | 0.01% | 1134 |
|
|
2023
Q3 | $750K | Buy |
+6,887
| New | +$750K | ﹤0.01% | 1210 |
|
|
2022
Q4 | – | Sell |
-7,180
| Closed | -$1.28M | – | 1847 |
|
|
2022
Q3 | $1.28M | Buy |
7,180
+2,976
| +71% | +$530K | 0.01% | 846 |
|
|
2022
Q2 | $885K | Buy |
+4,204
| New | +$885K | 0.01% | 927 |
|
|
2022
Q1 | – | Sell |
-834
| Closed | -$294K | – | 1724 |
|
|
2021
Q4 | $294K | Sell |
834
-613
| -42% | -$216K | ﹤0.01% | 1455 |
|
|
2021
Q3 | $591K | Buy |
1,447
+463
| +47% | +$189K | ﹤0.01% | 1104 |
|
|
2021
Q2 | $409K | Buy |
984
+339
| +53% | +$141K | ﹤0.01% | 1215 |
|
|
2021
Q1 | $211K | Buy |
+645
| New | +$211K | ﹤0.01% | 1389 |
|