Congress Wealth Management’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
75,656
+31,357
| +71% | +$4.49M | 0.11% | 231 |
|
|
2025
Q1 | $5.61M | Buy |
44,299
+23,142
| +109% | +$2.93M | 0.07% | 314 |
|
|
2024
Q4 | $3.28M | Sell |
21,157
-27,988
| -57% | -$4.34M | 0.05% | 340 |
|
|
2024
Q3 | $7.81M | Buy |
49,145
+13,790
| +39% | +$2.19M | 0.1% | 237 |
|
|
2024
Q2 | $4.67M | Buy |
+35,355
| New | +$4.67M | 0.07% | 255 |
|
|
2022
Q4 | – | Sell |
-64,395
| Closed | -$11.5M | – | 566 |
|
|
2022
Q3 | $11.5M | Buy |
64,395
+2,813
| +5% | +$501K | 0.31% | 82 |
|
|
2022
Q2 | $13M | Sell |
61,582
-5,254
| -8% | -$1.11M | 0.33% | 67 |
|
|
2022
Q1 | $19.9M | Buy |
66,836
+923
| +1% | +$274K | 0.43% | 57 |
|
|
2021
Q4 | $23.2M | Buy |
+65,913
| New | +$23.2M | 0.46% | 56 |
|