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Clarus Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Clarus Wealth 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
-1,197
Closed -$208K – 128
2024
Q3 		$208K Buy
+1,197
New +$178K 0.11% 130
2021
Q4 		– Sell
-506
Closed -$204K – 111
2021
Q3 		$204K Buy
506
+27
+6% +$11.6K 0.13% 97
2021
Q2 		$215K Sell
479
-145
-23% -$48.6K 0.13% 93
2021
Q1 		$206K Buy
+624
New +$184K 0.13% 123
2019
Q3 		– Sell
-1,867
Closed -$130K – 302
2019
Q2 		$130K Sell
1,867
-337
-15% -$19.7K 0.09% 157
2019
Q1 		$113K Hold
2,204
– – 0.08% 170
2018
Q4 		$110K Sell
2,204
-2,410
-52% -$129K 0.17% 152
2018
Q3 		$260K Sell
4,614
-291
-6% -$15.9K 0.17% 86
2018
Q2 		$225K Hold
4,905
– – 0.17% 91
2018
Q1 		$225K Buy
4,905
+254
+5% +$12.1K 0.21% 91
2017
Q4 		$230K Buy
+4,651
New +$231K 0.22% 82

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's GNRC Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of Generac Holdings (GNRC) in Q4 2024, closing a stake of 1,197 shares — an estimated $208K sold.

Clarus Wealth Advisors first reported a position in GNRC in Q4 2017 and held it in 11 quarters. The position peaked at $260K in Q3 2018. 768 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining Generac Holdings position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,197 Generac Holdings shares in Q4 2024, an estimated $208K.
  • Clarus Wealth Advisors first reported a position in Generac Holdings in Q4 2017 and held it in 11 quarters.
  • Clarus Wealth Advisors's Generac Holdings position peaked at $260K in Q3 2018.
  • 768 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.