BWM
GNRC icon

BKM Wealth Management’s Generac Holdings GNRC Stock Holding History

BKM 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
2024
Q1 		– Sell
-215
Closed -$27.8K – 334
2023
Q4 		$27.8K Buy
+215
New +$23.6K 0.01% 333

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BKM Wealth Management's GNRC Position: Q1 2024 in Review

BKM Wealth Management sold out of Generac Holdings (GNRC) in Q1 2024, closing a stake of 215 shares — an estimated $27.8K sold.

BKM Wealth Management first reported a position in GNRC in Q4 2023 and held it in 1 quarter. The position peaked at $27.8K in Q4 2023. 683 funds tracked by Wall St. Rank hold GNRC as of Q1 2024.

  • BKM Wealth Management reported no remaining Generac Holdings position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 215 Generac Holdings shares in Q1 2024, an estimated $27.8K.
  • BKM Wealth Management first reported a position in Generac Holdings in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Generac Holdings position peaked at $27.8K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.