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Cassady Schiller Wealth Management’s Generac Holdings GNRC Stock Holding History

Cassady Schiller 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
Q4 		$1.71K Buy
11
+1
+10% +$173 ﹤0.01% 622
2024
Q3 		$1.59K Hold
10
– – ﹤0.01% 402
2024
Q2 		$1.32K Hold
10
– – ﹤0.01% 412
2024
Q1 		$1.26K Hold
10
– – ﹤0.01% 444
2023
Q4 		$1.29K Buy
+10
New +$1.1K ﹤0.01% 403
2022
Q1 		– Sell
-1
Closed – – 300
2021
Q4 		$0 Buy
+1
New +$415 ﹤0.01% 588

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassady Schiller Wealth Management's GNRC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Generac Holdings (GNRC) stake by 10% in Q4 2024, buying an estimated $173 and bringing the position to 11 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Cassady Schiller Wealth Management first reported a position in GNRC in Q4 2021 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Generac Holdings worth $1.71K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 1 Generac Holdings share in Q4 2024, an estimated $173.
  • Generac Holdings made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #622 holding.
  • Cassady Schiller Wealth Management first reported a position in Generac Holdings in Q4 2021 and has held it in 6 quarters since.
  • 770 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.