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Independent Solutions Wealth Management’s Generac Holdings GNRC Stock Holding History

Independent Solutions Wealth Management’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
2022
Q4 		– Sell
-1,221
Closed -$218K – 218
2022
Q3 		$218K Buy
1,221
+45
+4% +$10.3K 0.07% 197
2022
Q2 		$248K Buy
1,176
+238
+25% +$58.5K 0.08% 181
2022
Q1 		$279K Buy
938
+231
+33% +$69.3K 0.07% 185
2021
Q4 		$249K Buy
+707
New +$293K 0.06% 200

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Solutions Wealth Management's GNRC Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 1,221 shares — an estimated $218K sold.

Independent Solutions Wealth Management first reported a position in GNRC in Q4 2021 and held it in 4 quarters. The position peaked at $279K in Q1 2022. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

  • Independent Solutions Wealth Management reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,221 Generac Holdings shares in Q4 2022, an estimated $218K.
  • Independent Solutions Wealth Management first reported a position in Generac Holdings in Q4 2021 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Generac Holdings position peaked at $279K in Q1 2022.
  • 659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.