Heritage Wealth Management (Ohio)’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
$270K Hold
1,885
0.09% 194
2025
Q1
$239K Hold
1,885
0.08% 201
2024
Q4
$292K Hold
1,885
0.1% 186
2024
Q3
$299K Hold
1,885
0.1% 185
2024
Q2
$265K Buy
+1,885
New +$265K 0.09% 192