Atria Wealth Solutions’s Generac Holdings GNRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,585	Closed	-$2.1M	–	1647
2025 Q1	$2.1M	Sell	16,585 -555	-3%	-$79.6K	0.03%	617
2024 Q4	$2.66M	Sell	17,140 -417	-2%	-$72K	0.03%	543
2024 Q3	$2.79M	Buy	17,557 +1,315	+8%	+$195K	0.03%	517
2024 Q2	$2.15M	Sell	16,242 -769	-5%	-$106K	0.02%	600
2024 Q1	$2.15M	Buy	17,011 +5,919	+53%	+$694K	0.02%	612
2023 Q4	$1.43M	Buy	11,092 +3,961	+56%	+$435K	0.02%	726
2023 Q3	$777K	Sell	7,131 -1,376	-16%	-$170K	0.01%	927
2023 Q2	$1.27M	Buy	8,507 +226	+3%	+$25.8K	0.02%	747
2023 Q1	$894K	Sell	8,281 -3,183	-28%	-$368K	0.01%	840
2022 Q4	$1.15M	Sell	11,464 -2,404	-17%	-$272K	0.02%	689
2022 Q3	$2.47M	Buy	13,868 +4,089	+42%	+$937K	0.04%	407
2022 Q2	$2.06M	Sell	9,779 -1,479	-13%	-$364K	0.04%	435
2022 Q1	$3.35M	Buy	+11,258	New	+$3.38M	0.06%	340