GeoWealth 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 | $6.44K | Buy |
+45
| New | +$6.44K | ﹤0.01% | 1139 |
|
|
2025
Q1 | – | Sell |
-915
| Closed | -$142K | – | 1363 |
|
|
2024
Q4 | $142K | Sell |
915
-48
| -5% | -$7.44K | ﹤0.01% | 875 |
|
|
2024
Q3 | $153K | Buy |
+963
| New | +$153K | 0.01% | 787 |
|
|
2024
Q1 | – | Sell |
-2,412
| Closed | -$312K | – | 870 |
|
|
2023
Q4 | $312K | Buy |
+2,412
| New | +$312K | 0.03% | 404 |
|
|
2022
Q3 | – | Sell |
-1,113
| Closed | -$234K | – | 360 |
|
|
2022
Q2 | $234K | Sell |
1,113
-150
| -12% | -$31.5K | 0.03% | 229 |
|
|
2022
Q1 | $375K | Sell |
1,263
-433
| -26% | -$129K | 0.03% | 236 |
|
|
2021
Q4 | $597K | Buy |
1,696
+5
| +0.3% | +$1.76K | 0.05% | 186 |
|
|
2021
Q3 | $691K | Sell |
1,691
-37
| -2% | -$15.1K | 0.06% | 187 |
|
|
2021
Q2 | $717K | Buy |
1,728
+251
| +17% | +$104K | 0.09% | 120 |
|
|
2021
Q1 | $484K | Buy |
+1,477
| New | +$484K | 0.08% | 120 |
|