Heritage Wealth Management (Ohio)’s Generac Holdings GNRC Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio GNRC Stock Details GNRC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$230K	Sell
2025 Q3	$316K	Hold
2025 Q2	$270K	Hold
2025 Q1	$239K	Hold
2024 Q4	$292K	Hold
2024 Q3	$299K	Hold
2024 Q2	$265K	Buy