Creative Planning’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.96M | Buy |
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|
2025
Q2 | $4.4M | Buy |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $4.5M | Buy |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $3.38M | Buy |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $869K | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $896K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $505K | Sell |
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|
2020
Q3 | $465K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $21K | Sell |
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|
2016
Q4 | $27K | Buy |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $19K | Sell |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $105K | Sell |
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|
2014
Q2 | $300K | Buy |
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|
2014
Q1 | $245K | Buy |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $94K | Buy |
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|
2013
Q2 | $74K | Buy |
|