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Lenox Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Lenox 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
2022
Q1 		$93K Hold
325
– – 0.01% 176
2021
Q4 		$114K Hold
325
– – 0.01% 156
2021
Q3 		$133K Hold
325
– – 0.02% 137
2021
Q2 		$135K Hold
325
– – 0.02% 137
2021
Q1 		$106K Buy
+325
New +$95.8K 0.01% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lenox Wealth Advisors's GNRC Position: Q1 2022 in Review

Lenox Wealth Advisors held its Generac Holdings (GNRC) position steady in Q1 2022 at 325 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #176.

Lenox Wealth Advisors first reported a position in GNRC in Q1 2021 and has held it in 5 quarters since. The position peaked at $135K in Q2 2021. 800 funds tracked by Wall St. Rank hold GNRC as of Q1 2022.

  • Lenox Wealth Advisors held 325 shares of Generac Holdings worth $93K as of Q1 2022.
  • Lenox Wealth Advisors left its Generac Holdings share count unchanged in Q1 2022.
  • Generac Holdings made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #176 holding.
  • Lenox Wealth Advisors first reported a position in Generac Holdings in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Generac Holdings position peaked at $135K in Q2 2021.
  • 800 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.