GoalVest Advisory’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 | $2.39M | Sell |
16,716
-150
| -0.9% | -$21.5K | 0.59% | 25 |
|
|
2025
Q1 | $2.14M | Buy |
16,866
+300
| +2% | +$38K | 0.59% | 29 |
|
|
2024
Q4 | $2.57M | Sell |
16,566
-60
| -0.4% | -$9.3K | 0.7% | 25 |
|
|
2024
Q3 | $2.64M | Sell |
16,626
-153
| -0.9% | -$24.3K | 0.76% | 20 |
|
|
2024
Q2 | $2.22M | Buy |
16,779
+273
| +2% | +$36.1K | 0.71% | 18 |
|
|
2024
Q1 | $2.08M | Buy |
+16,506
| New | +$2.08M | 0.69% | 20 |
|