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Carolinas Wealth Consulting’s Generac Holdings GNRC Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-34
Closed -$4.31K – 371
2025
Q1 		$4.31K Sell
34
-4
-11% -$574 ﹤0.01% 636
2024
Q4 		$5.89K Buy
38
+34
+850% +$5.87K ﹤0.01% 614
2024
Q3 		$636 Hold
4
– – ﹤0.01% 982
2024
Q2 		$529 Hold
4
– – ﹤0.01% 986
2024
Q1 		$505 Hold
4
– – ﹤0.01% 978
2023
Q4 		$517 Hold
4
– – ﹤0.01% 913
2023
Q3 		$336 Buy
4
+1
+33% +$124 ﹤0.01% 972
2023
Q2 		$447 Buy
+3
New +$342 ﹤0.01% 1012
2022
Q2 		– Sell
-1
Closed – – 912
2022
Q1 		$0 Hold
1
– – ﹤0.01% 947
2021
Q4 		$0 Hold
1
– – ﹤0.01% 983
2021
Q3 		$0 Hold
1
– – ﹤0.01% 952
2021
Q2 		$0 Buy
+1
New +$335 ﹤0.01% 962

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's GNRC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Generac Holdings (GNRC) in Q2 2025, closing a stake of 34 shares — an estimated $4.31K sold.

Carolinas Wealth Consulting first reported a position in GNRC in Q2 2021 and held it in 12 quarters. The position peaked at $5.89K in Q4 2024. 760 funds tracked by Wall St. Rank hold GNRC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Generac Holdings position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 34 Generac Holdings shares in Q2 2025, an estimated $4.31K.
  • Carolinas Wealth Consulting first reported a position in Generac Holdings in Q2 2021 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Generac Holdings position peaked at $5.89K in Q4 2024.
  • 760 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.