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Baker Tilly Wealth Management’s Generac Holdings GNRC Stock Holding History

Baker Tilly 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
2022
Q4 		– Sell
-2,442
Closed -$435K – 550
2022
Q3 		$435K Buy
2,442
+16
+0.7% +$3.67K 0.06% 323
2022
Q2 		$511K Sell
2,426
-406
-14% -$99.8K 0.07% 298
2022
Q1 		$842K Buy
2,832
+270
+11% +$81K 0.09% 226
2021
Q4 		$902K Buy
2,562
+235
+10% +$97.5K 0.1% 226
2021
Q3 		$951K Buy
2,327
+313
+16% +$134K 0.13% 177
2021
Q2 		$836K Buy
2,014
+164
+9% +$55K 0.13% 169
2021
Q1 		$606K Buy
1,850
+138
+8% +$40.7K 0.12% 203
2020
Q4 		$389K Buy
+1,712
New +$368K 0.12% 188

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Tilly Wealth Management's GNRC Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 2,442 shares — an estimated $435K sold.

Baker Tilly Wealth Management first reported a position in GNRC in Q4 2020 and held it in 8 quarters. The position peaked at $951K in Q3 2021. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,442 Generac Holdings shares in Q4 2022, an estimated $435K.
  • Baker Tilly Wealth Management first reported a position in Generac Holdings in Q4 2020 and held it in 8 quarters.
  • Baker Tilly Wealth Management's Generac Holdings position peaked at $951K in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.