Claris Advisors’s Generac Holdings GNRC Stock Holding History

Claris Advisors’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	–	Sell	-3	Closed	-$477	–	497
2024 Q3	$477	Buy	+3	New	+$445	﹤0.01%	671

Other funds holding GNRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's GNRC Position: Q4 2024 in Review

Claris Advisors sold out of Generac Holdings (GNRC) in Q4 2024, closing a stake of 3 shares — an estimated $477 sold.

Claris Advisors first reported a position in GNRC in Q3 2024 and held it in 1 quarter. The position peaked at $477 in Q3 2024. 768 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

Claris Advisors reported no remaining Generac Holdings position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Generac Holdings shares in Q4 2024, an estimated $477.
Claris Advisors first reported a position in Generac Holdings in Q3 2024 and held it in 1 quarter.
Claris Advisors's Generac Holdings position peaked at $477 in Q3 2024.
768 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.