HCR Wealth Advisors’s Generac Holdings GNRC Stock Holding History

HCR Wealth Advisors’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
2023 Q4	–	Sell	-8,349	Closed	-$910K	–	207
2023 Q3	$910K	Buy	+8,349	New	+$1.03M	0.2%	82

Other funds holding GNRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HCR Wealth Advisors's GNRC Position: Q4 2023 in Review

HCR Wealth Advisors sold out of Generac Holdings (GNRC) in Q4 2023, closing a stake of 8,349 shares — an estimated $910K sold.

HCR Wealth Advisors first reported a position in GNRC in Q3 2023 and held it in 1 quarter. The position peaked at $910K in Q3 2023. 699 funds tracked by Wall St. Rank hold GNRC as of Q4 2023.

HCR Wealth Advisors reported no remaining Generac Holdings position as of Q4 2023 after selling out during the quarter.
HCR Wealth Advisors sold 8,349 Generac Holdings shares in Q4 2023, an estimated $910K.
HCR Wealth Advisors first reported a position in Generac Holdings in Q3 2023 and held it in 1 quarter.
HCR Wealth Advisors's Generac Holdings position peaked at $910K in Q3 2023.
699 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.