Caldwell Trust’s Generac Holdings GNRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.81K Buy
2024
Q2
Sell
2024
Q1
$3.78K Sell
2023
Q4
$112K Sell
2023
Q3
$129K Sell
2023
Q2
$186K Sell
2023
Q1
$168K Sell
2022
Q4
$202K Buy
2022
Q3
$322K Hold
2022
Q2
$380K Sell
2022
Q1
$559K Buy
2021
Q4
$624K Buy
2021
Q3
$707K Buy
2021
Q2
$562K Buy
2021
Q1
$255K Buy
2020
Q4
$4.09K Buy