Horizon Family Wealth’s Generac Holdings GNRC Stock Holding History

Horizon Family Wealth’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
2025 Q1	–	Sell	-3,000	Closed	-$465K	–	76
2024 Q4	$465K	Buy	+3,000	New	+$518K	0.31%	46

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Horizon Family Wealth's GNRC Position: Q1 2025 in Review

Horizon Family Wealth sold out of Generac Holdings (GNRC) in Q1 2025, closing a stake of 3,000 shares — an estimated $465K sold.

Horizon Family Wealth first reported a position in GNRC in Q4 2024 and held it in 1 quarter. The position peaked at $465K in Q4 2024. 713 funds tracked by Wall St. Rank hold GNRC as of Q1 2025.

Horizon Family Wealth reported no remaining Generac Holdings position as of Q1 2025 after selling out during the quarter.
Horizon Family Wealth sold 3,000 Generac Holdings shares in Q1 2025, an estimated $465K.
Horizon Family Wealth first reported a position in Generac Holdings in Q4 2024 and held it in 1 quarter.
Horizon Family Wealth's Generac Holdings position peaked at $465K in Q4 2024.
713 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.