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Lyell Wealth Management’s Generac Holdings GNRC Stock Holding History

Lyell 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
-2,410
Closed -$383K – 204
2024
Q3 		$383K Sell
2,410
-175
-7% -$26K 0.03% 161
2024
Q2 		$342K Sell
2,585
-3,414
-57% -$472K 0.03% 159
2024
Q1 		$757K Sell
5,999
-4,166
-41% -$489K 0.08% 119
2023
Q4 		$1.31M Sell
10,165
-1,275
-11% -$140K 0.15% 102
2023
Q3 		$1.25M Sell
11,440
-4,119
-26% -$509K 0.17% 100
2023
Q2 		$2.32M Buy
15,559
+3,594
+30% +$410K 0.3% 88
2023
Q1 		$1.29M Buy
+11,965
New +$1.38M 0.18% 97

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

Lyell Wealth Management's GNRC Position: Q4 2024 in Review

Lyell Wealth Management sold out of Generac Holdings (GNRC) in Q4 2024, closing a stake of 2,410 shares — an estimated $383K sold.

Lyell Wealth Management first reported a position in GNRC in Q1 2023 and held it in 7 quarters. The position peaked at $2.32M in Q2 2023. 768 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

  • Lyell Wealth Management reported no remaining Generac Holdings position as of Q4 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 2,410 Generac Holdings shares in Q4 2024, an estimated $383K.
  • Lyell Wealth Management first reported a position in Generac Holdings in Q1 2023 and held it in 7 quarters.
  • Lyell Wealth Management's Generac Holdings position peaked at $2.32M in Q2 2023.
  • 768 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on Lyell Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.