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Edge Wealth Management’s Generac Holdings GNRC Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-180
Closed -$63K – 240
2021
Q4 		$63K Buy
180
+167
+1,285% +$69.3K 0.01% 161
2021
Q3 		$5K Hold
13
– – ﹤0.01% 348
2021
Q2 		$5K Hold
13
– – ﹤0.01% 344
2021
Q1 		$4K Buy
+13
New +$3.83K ﹤0.01% 344
2013
Q4 		– Sell
-200
Closed -$9K – 348
2013
Q3 		$9K Hold
200
– – 0.01% 246
2013
Q2 		$7K Buy
+200
New +$7.26K ﹤0.01% 250

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Edge Wealth Management's GNRC Position: Q1 2022 in Review

Edge Wealth Management sold out of Generac Holdings (GNRC) in Q1 2022, closing a stake of 180 shares — an estimated $63K sold.

Edge Wealth Management first reported a position in GNRC in Q2 2013 and held it in 6 quarters. The position peaked at $63K in Q4 2021. 800 funds tracked by Wall St. Rank hold GNRC as of Q1 2022.

  • Edge Wealth Management reported no remaining Generac Holdings position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 180 Generac Holdings shares in Q1 2022, an estimated $63K.
  • Edge Wealth Management first reported a position in Generac Holdings in Q2 2013 and held it in 6 quarters.
  • Edge Wealth Management's Generac Holdings position peaked at $63K in Q4 2021.
  • 800 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.