CTWM
GNRC icon

Cherry Tree Wealth Management’s Generac Holdings GNRC Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-80
Closed -$10.1K – 662
2025
Q1 		$10.1K Hold
80
– – ﹤0.01% 418
2024
Q4 		$12.4K Hold
80
– – ﹤0.01% 383
2024
Q3 		$12.7K Hold
80
– – ﹤0.01% 390
2024
Q2 		$10.6K Buy
+80
New +$11.1K ﹤0.01% 388

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Cherry Tree Wealth Management's GNRC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Generac Holdings (GNRC) in Q2 2025, closing a stake of 80 shares — an estimated $10.1K sold.

Cherry Tree Wealth Management first reported a position in GNRC in Q2 2024 and held it in 4 quarters. The position peaked at $12.7K in Q3 2024. 759 funds tracked by Wall St. Rank hold GNRC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Generac Holdings position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 80 Generac Holdings shares in Q2 2025, an estimated $10.1K.
  • Cherry Tree Wealth Management first reported a position in Generac Holdings in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Generac Holdings position peaked at $12.7K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.