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Jamison Private Wealth Management’s Generac Holdings GNRC Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-63
Closed -$10K – 307
2024
Q3 		$10K Sell
63
-56
-47% -$8.31K ﹤0.01% 340
2024
Q2 		$15.7K Hold
119
– – ﹤0.01% 301
2024
Q1 		$15K Buy
119
+63
+113% +$7.39K ﹤0.01% 311
2023
Q4 		$7.24K Buy
56
+18
+47% +$1.98K ﹤0.01% 322
2023
Q3 		$4.14K Buy
+38
New +$4.7K ﹤0.01% 337

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jamison Private Wealth Management's GNRC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Generac Holdings (GNRC) in Q4 2024, closing a stake of 63 shares — an estimated $10K sold.

Jamison Private Wealth Management first reported a position in GNRC in Q3 2023 and held it in 5 quarters. The position peaked at $15.7K in Q2 2024. 768 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Generac Holdings position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 63 Generac Holdings shares in Q4 2024, an estimated $10K.
  • Jamison Private Wealth Management first reported a position in Generac Holdings in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Generac Holdings position peaked at $15.7K in Q2 2024.
  • 768 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.