IWA
GNRC icon

Icon Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Icon 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
2025
Q1 		– Sell
-842
Closed -$131K – 499
2024
Q4 		$131K Hold
842
– – 0.01% 457
2024
Q3 		$134K Hold
842
– – 0.01% 426
2024
Q2 		$131K Buy
842
+24
+3% +$3.32K 0.01% 387
2024
Q1 		$103K Buy
+818
New +$96K 0.01% 458

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Icon Wealth Advisors's GNRC Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Generac Holdings (GNRC) in Q1 2025, closing a stake of 842 shares — an estimated $131K sold.

Icon Wealth Advisors first reported a position in GNRC in Q1 2024 and held it in 4 quarters. The position peaked at $134K in Q3 2024. 715 funds tracked by Wall St. Rank hold GNRC as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Generac Holdings position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 842 Generac Holdings shares in Q1 2025, an estimated $131K.
  • Icon Wealth Advisors first reported a position in Generac Holdings in Q1 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Generac Holdings position peaked at $134K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.