GeoWealth Management’s Generac Holdings GNRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-45	Closed	-$6.44K	–	951
2025 Q2	$6.44K	Buy	+45	New	+$5.49K	﹤0.01%	1139
2025 Q1	–	Sell	-915	Closed	-$142K	–	1363
2024 Q4	$142K	Sell	915 -48	-5%	-$8.29K	﹤0.01%	875
2024 Q3	$153K	Buy	+963	New	+$143K	0.01%	787
2024 Q1	–	Sell	-2,412	Closed	-$312K	–	870
2023 Q4	$312K	Buy	+2,412	New	+$265K	0.03%	404
2022 Q3	–	Sell	-1,113	Closed	-$234K	–	360
2022 Q2	$234K	Sell	1,113 -150	-12%	-$36.9K	0.03%	229
2022 Q1	$375K	Sell	1,263 -433	-26%	-$130K	0.03%	236
2021 Q4	$597K	Buy	1,696 +5	+0.3%	+$2.07K	0.05%	186
2021 Q3	$691K	Sell	1,691 -37	-2%	-$15.8K	0.06%	187
2021 Q2	$717K	Buy	1,728 +251	+17%	+$84.2K	0.09%	120
2021 Q1	$484K	Buy	+1,477	New	+$435K	0.08%	120