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Novak Financial Planning’s Generac Holdings GNRC Stock Holding History

Novak Financial Planning’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
2021
Q2 		$239K Buy
+575
New +$193K 0.12% 112

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak Financial Planning's GNRC Position: Q2 2021 in Review

Novak Financial Planning opened a new position in Generac Holdings (GNRC) in Q2 2021: 575 shares worth $239K. The stake represents 0.12% of the portfolio and ranks #112 among its holdings.

768 funds tracked by Wall St. Rank hold GNRC as of Q2 2021.

  • Novak Financial Planning held 575 shares of Generac Holdings worth $239K as of Q2 2021.
  • Generac Holdings was a new Novak Financial Planning position in Q2 2021.
  • Generac Holdings made up 0.12% of Novak Financial Planning's portfolio in Q2 2021, its #112 holding.
  • 768 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.