EWS
Evergreen Wealth Solutions’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,447
| Closed | -$224K | – | 112 |
|
|
2024
Q4 | $224K | Sell |
1,447
-228
| -14% | -$35.4K | 0.16% | 96 |
|
|
2024
Q3 | $266K | Sell |
1,675
-855
| -34% | -$136K | 0.18% | 89 |
|
|
2024
Q2 | $335K | Sell |
2,530
-635
| -20% | -$84K | 0.24% | 84 |
|
|
2024
Q1 | $399K | Sell |
3,165
-783
| -20% | -$98.8K | 0.3% | 72 |
|
|
2023
Q4 | $510K | Sell |
3,948
-478
| -11% | -$61.8K | 0.44% | 59 |
|
|
2023
Q3 | $482K | Sell |
4,426
-330
| -7% | -$36K | 0.49% | 60 |
|
|
2023
Q2 | $709K | Sell |
4,756
-147
| -3% | -$21.9K | 0.72% | 43 |
|
|
2023
Q1 | $530K | Buy |
4,903
+1,490
| +44% | +$161K | 0.61% | 52 |
|
|
2022
Q4 | $344K | Buy |
3,413
+1,363
| +66% | +$137K | 0.45% | 67 |
|
|
2022
Q3 | $365K | Buy |
2,050
+378
| +23% | +$67.3K | 0.52% | 62 |
|
|
2022
Q2 | $352K | Buy |
+1,672
| New | +$352K | 0.43% | 75 |
|