Householder Group Estate & Retirement Specialist’s Generac Holdings GNRC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$44K	Sell	290 -295	-50%	-$51K	0.03%	220
2024 Q3	$92K	Sell	585 -38	-6%	-$5.64K	0.03%	379
2024 Q2	$82K	Sell	623 -624	-50%	-$86.2K	0.02%	389
2024 Q1	$157K	Sell	1,247 -2,153	-63%	-$253K	0.05%	278
2023 Q4	$439K	Buy	3,400 +323	+10%	+$35.4K	0.14%	133
2023 Q3	$335K	Buy	+3,077	New	+$381K	0.12%	151
2023 Q1	$362K	Buy	+3,349	New	+$387K	0.14%	147
2022 Q4	–	Sell	-3,432	Closed	-$611K	–	619
2022 Q3	$611K	Buy	3,432 +603	+21%	+$138K	0.25%	91
2022 Q2	$596K	Buy	2,829 +121	+4%	+$29.8K	0.27%	90
2022 Q1	$805K	Sell	2,708 -796	-23%	-$239K	0.32%	83
2021 Q4	$1.23M	Buy	+3,504	New	+$1.45M	0.46%	59

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Householder Group Estate & Retirement Specialist's GNRC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Generac Holdings (GNRC) stake by 50% in Q4 2024, selling an estimated $51K and leaving 290 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #220.

Householder Group Estate & Retirement Specialist first reported a position in GNRC in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2021. 769 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 290 shares of Generac Holdings worth $44K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 295 Generac Holdings shares in Q4 2024, an estimated $51K.
Generac Holdings made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #220 holding.
Householder Group Estate & Retirement Specialist first reported a position in Generac Holdings in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Generac Holdings position peaked at $1.23M in Q4 2021.
769 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.