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Custom Index Systems’s Generac Holdings GNRC Stock Holding History

Custom Index Systems’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
-2,696
Closed -$428K – 260
2024
Q3 		$428K Buy
+2,696
New +$400K 0.23% 134
2024
Q2 		– Sell
-2,685
Closed -$339K – 268
2024
Q1 		$339K Buy
+2,685
New +$315K 0.19% 176

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

Custom Index Systems's GNRC Position: Q4 2024 in Review

Custom Index Systems sold out of Generac Holdings (GNRC) in Q4 2024, closing a stake of 2,696 shares — an estimated $428K sold.

Custom Index Systems first reported a position in GNRC in Q1 2024 and held it in 2 quarters. The position peaked at $428K in Q3 2024. 768 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

  • Custom Index Systems reported no remaining Generac Holdings position as of Q4 2024 after selling out during the quarter.
  • Custom Index Systems sold 2,696 Generac Holdings shares in Q4 2024, an estimated $428K.
  • Custom Index Systems first reported a position in Generac Holdings in Q1 2024 and held it in 2 quarters.
  • Custom Index Systems's Generac Holdings position peaked at $428K in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.