EP Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
4,516
+1,734
| +62% | +$248K | ﹤0.01% | 684 |
|
|
2025
Q1 | $352K | Buy |
+2,782
| New | +$352K | ﹤0.01% | 837 |
|
|
2022
Q1 | – | Sell |
-604
| Closed | -$213K | – | 647 |
|
|
2021
Q4 | $213K | Hold |
604
| – | – | 0.01% | 519 |
|
|
2021
Q3 | $247K | Hold |
604
| – | – | 0.01% | 472 |
|
|
2021
Q2 | $251K | Buy |
+604
| New | +$251K | 0.01% | 480 |
|