Carson Wealth (CWM LLC)’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
8,440
+4,897
| +138% | +$701K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $449K | Sell |
3,543
-11,158
| -76% | -$1.41M | ﹤0.01% | 1490 |
|
|
2024
Q4 | $2.28M | Sell |
14,701
-1,536
| -9% | -$238K | 0.01% | 739 |
|
|
2024
Q3 | $2.58M | Sell |
16,237
-1,814
| -10% | -$288K | 0.01% | 622 |
|
|
2024
Q2 | $2.39M | Sell |
18,051
-3,299
| -15% | -$436K | 0.01% | 595 |
|
|
2024
Q1 | $2.69M | Sell |
21,350
-14,889
| -41% | -$1.88M | 0.01% | 546 |
|
|
2023
Q4 | $4.68M | Sell |
36,239
-3,152
| -8% | -$407K | 0.03% | 406 |
|
|
2023
Q3 | $4.29M | Buy |
39,391
+8,679
| +28% | +$946K | 0.03% | 388 |
|
|
2023
Q2 | $4.58M | Sell |
30,712
-257
| -0.8% | -$38.3K | 0.03% | 355 |
|
|
2023
Q1 | $3.35M | Sell |
30,969
-779
| -2% | -$84.1K | 0.02% | 397 |
|
|
2022
Q4 | $3.2M | Sell |
31,748
-9,675
| -23% | -$974K | 0.02% | 384 |
|
|
2022
Q3 | $7.38M | Sell |
41,423
-1,871
| -4% | -$333K | 0.06% | 227 |
|
|
2022
Q2 | $9.12M | Sell |
43,294
-5,918
| -12% | -$1.25M | 0.07% | 208 |
|
|
2022
Q1 | $14.6M | Sell |
49,212
-6,791
| -12% | -$2.02M | 0.1% | 176 |
|
|
2021
Q4 | $19.7M | Buy |
+56,003
| New | +$19.7M | 0.14% | 146 |
|
|
2021
Q2 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2021
Q1 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q4 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q3 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q2 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2020
Q1 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q4 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q3 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q2 | $23.9M | Hold |
57,572
| – | – | 0.19% | 107 |
|
|
2019
Q1 | $23.9M | Sell |
57,572
-16,654
| -22% | -$6.91M | 0.19% | 107 |
|
|
2018
Q4 | $3.69M | Sell |
74,226
-14,189
| -16% | -$705K | 0.09% | 189 |
|
|
2018
Q3 | $4.99M | Buy |
88,415
+27,037
| +44% | +$1.53M | 0.13% | 160 |
|
|
2018
Q2 | $3.18M | Buy |
61,378
+1,965
| +3% | +$102K | 0.1% | 167 |
|
|
2018
Q1 | $2.73M | Sell |
59,413
-5,094
| -8% | -$234K | 0.11% | 150 |
|
|
2017
Q4 | $3.19M | Sell |
64,507
-3,674
| -5% | -$182K | 0.14% | 122 |
|
|
2017
Q3 | $3.13M | Buy |
68,181
+19,430
| +40% | +$893K | 0.15% | 106 |
|
|
2017
Q2 | $1.76M | Buy |
+48,751
| New | +$1.76M | 0.09% | 163 |
|
|
2015
Q4 | – | Sell |
-23
| Closed | -$1K | – | 709 |
|
|
2015
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 602 |
|