Carson Wealth (CWM LLC)’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
Q3 | $2.87M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $4.68M | Sell |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $4.58M | Sell |
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|
2023
Q1 | $3.35M | Sell |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $7.38M | Sell |
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|
2022
Q2 | $9.12M | Sell |
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|
2022
Q1 | $14.6M | Sell |
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|
2021
Q4 | $19.7M | Buy |
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|
2021
Q2 | $23.9M | Hold |
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|
2021
Q1 | $23.9M | Hold |
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|
2020
Q4 | $23.9M | Hold |
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|
2020
Q3 | $23.9M | Hold |
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|
2020
Q2 | $23.9M | Hold |
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|
2020
Q1 | $23.9M | Hold |
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|
2019
Q4 | $23.9M | Hold |
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|
2019
Q3 | $23.9M | Hold |
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|
2019
Q2 | $23.9M | Hold |
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|
2019
Q1 | $23.9M | Sell |
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|
2018
Q4 | $3.69M | Sell |
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|
2018
Q3 | $4.99M | Buy |
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|
2018
Q2 | $3.17M | Buy |
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|
2018
Q1 | $2.73M | Sell |
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|
2017
Q4 | $3.19M | Sell |
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|
2017
Q3 | $3.13M | Buy |
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|
2017
Q2 | $1.76M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Buy |
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