Geneos 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 | $1.58K | Sell |
11
-11
| -50% | -$1.58K | ﹤0.01% | 2874 |
|
|
2025
Q1 | $2.79K | Sell |
22
-199
| -90% | -$25.2K | ﹤0.01% | 2906 |
|
|
2024
Q4 | $34.3K | Hold |
221
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q3 | $35.1K | Hold |
221
| – | – | ﹤0.01% | 1327 |
|
|
2024
Q2 | $29.2K | Hold |
221
| – | – | ﹤0.01% | 1244 |
|
|
2024
Q1 | $27.9K | Hold |
221
| – | – | ﹤0.01% | 1261 |
|
|
2023
Q4 | $28.6K | Buy |
221
+1
| +0.5% | +$129 | ﹤0.01% | 1245 |
|
|
2023
Q3 | $24K | Hold |
220
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q2 | $32.8K | Hold |
220
| – | – | ﹤0.01% | 1212 |
|
|
2023
Q1 | $23.8K | Buy |
+220
| New | +$23.8K | ﹤0.01% | 1285 |
|
|
2022
Q4 | – | Sell |
-53
| Closed | -$9K | – | 2052 |
|
|
2022
Q3 | $9K | Hold |
53
| – | – | ﹤0.01% | 1539 |
|
|
2022
Q2 | $11K | Hold |
53
| – | – | ﹤0.01% | 1902 |
|
|
2022
Q1 | $15K | Hold |
53
| – | – | ﹤0.01% | 1915 |
|
|
2021
Q4 | $18K | Sell |
53
-94
| -64% | -$31.9K | ﹤0.01% | 1935 |
|
|
2021
Q3 | $59K | Hold |
147
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q2 | $61K | Sell |
147
-52
| -26% | -$21.6K | ﹤0.01% | 1383 |
|
|
2021
Q1 | $64K | Hold |
199
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q4 | $36K | Buy |
199
+191
| +2,388% | +$34.6K | ﹤0.01% | 1611 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2521 |
|
|
2018
Q1 | – | Sell |
-170
| Closed | -$8K | – | 2197 |
|
|
2017
Q4 | $8K | Hold |
170
| – | – | ﹤0.01% | 1701 |
|
|
2017
Q3 | $7K | Hold |
170
| – | – | ﹤0.01% | 1674 |
|
|
2017
Q2 | $6K | Hold |
170
| – | – | ﹤0.01% | 1673 |
|
|
2017
Q1 | $6K | Hold |
170
| – | – | ﹤0.01% | 1639 |
|
|
2016
Q4 | $6K | Sell |
170
-300
| -64% | -$10.6K | ﹤0.01% | 1573 |
|
|
2016
Q3 | $17K | Hold |
470
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q2 | $16K | Sell |
470
-200
| -30% | -$6.81K | ﹤0.01% | 1182 |
|
|
2016
Q1 | $25K | Buy |
+670
| New | +$25K | ﹤0.01% | 1019 |
|