Dakota 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
$319K Sell
2,225
-1,841
-45% -$264K 0.01% 598
2025
Q1
$515K Sell
4,066
-44,932
-92% -$5.69M 0.01% 500
2024
Q4
$7.6M Buy
48,998
+18,197
+59% +$2.82M 0.17% 115
2024
Q3
$4.89M Buy
30,801
+28,751
+1,402% +$4.57M 0.11% 162
2024
Q2
$271K Buy
2,050
+14
+0.7% +$1.85K 0.01% 599
2024
Q1
$257K Buy
+2,036
New +$257K 0.01% 619
2023
Q2
Sell
-1,913
Closed -$207K 652
2023
Q1
$207K Buy
+1,913
New +$207K 0.01% 554
2022
Q4
Sell
-1,438
Closed -$256K 604
2022
Q3
$256K Buy
+1,438
New +$256K 0.02% 447
2022
Q1
Sell
-7,443
Closed -$2.62M 462
2021
Q4
$2.62M Buy
7,443
+261
+4% +$91.8K 0.28% 96
2021
Q3
$2.94M Buy
+7,182
New +$2.94M 0.34% 85