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Gerber Kawasaki Wealth & Investment Management’s Generac Holdings GNRC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2022
Q3 		– Sell
-996
Closed -$209K – 248
2022
Q2 		$209K Buy
996
+218
+28% +$53.6K 0.02% 222
2022
Q1 		$231K Buy
+778
New +$233K 0.02% 233

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's GNRC Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Generac Holdings (GNRC) in Q3 2022, closing a stake of 996 shares — an estimated $209K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GNRC in Q1 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2022. 778 funds tracked by Wall St. Rank hold GNRC as of Q3 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Generac Holdings position as of Q3 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 996 Generac Holdings shares in Q3 2022, an estimated $209K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Generac Holdings in Q1 2022 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Generac Holdings position peaked at $231K in Q1 2022.
  • 778 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.