Mark Sheptoff Financial Planning’s Generac Holdings GNRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3K Hold
100
0.01% 303
2025
Q1
$12.7K Hold
100
0.01% 299
2024
Q4
$15.5K Hold
100
0.01% 279
2024
Q3
$15.9K Hold
100
0.01% 267
2024
Q2
$13.2K Hold
100
0.01% 288
2024
Q1
$12.6K Hold
100
0.01% 275
2023
Q4
$12.9K Hold
100
0.01% 265
2023
Q3
$10.9K Hold
100
0.01% 261
2023
Q2
$14.9K Hold
100
0.01% 249
2023
Q1
$10.8K Hold
100
0.01% 258
2022
Q4
$10.1K Hold
100
0.01% 266
2022
Q3
$18K Hold
100
0.01% 214
2022
Q2
$21K Hold
100
0.01% 217
2022
Q1
$30K Hold
100
0.02% 208
2021
Q4
$35K Buy
100
+50
+100% +$17.5K 0.02% 209
2021
Q3
$20K Buy
+50
New +$20K 0.01% 245