FGC
GNRC icon

Financial Gravity Companies’s Generac Holdings GNRC Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$273K Buy
+5,156
New +$277K 0.25% 88
2018
Q1 		$212K Buy
4,684
+808
+21% +$38.4K 0.22% 83
2017
Q4 		$190K Buy
+3,876
New +$193K 0.22% 88

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Financial Gravity Companies's GNRC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Generac Holdings (GNRC) in Q4 2018: 5,156 shares worth $273K. The stake represents 0.25% of the portfolio and ranks #88 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GNRC as recently as Q1 2018.

Financial Gravity Companies first reported a position in GNRC in Q4 2017 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold GNRC as of Q4 2018.

  • Financial Gravity Companies held 5,156 shares of Generac Holdings worth $273K as of Q4 2018.
  • Generac Holdings was a new Financial Gravity Companies position in Q4 2018.
  • Generac Holdings made up 0.25% of Financial Gravity Companies's portfolio in Q4 2018, its #88 holding.
  • Financial Gravity Companies first reported a position in Generac Holdings in Q4 2017 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.