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Opal Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Opal 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
2024
Q3 		– Sell
-12
Closed -$1.59K – 589
2024
Q2 		$1.59K Buy
+12
New +$1.66K ﹤0.01% 1013

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opal Wealth Advisors's GNRC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Generac Holdings (GNRC) in Q3 2024, closing a stake of 12 shares — an estimated $1.59K sold.

Opal Wealth Advisors first reported a position in GNRC in Q2 2024 and held it in 1 quarter. The position peaked at $1.59K in Q2 2024. 726 funds tracked by Wall St. Rank hold GNRC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Generac Holdings position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 12 Generac Holdings shares in Q3 2024, an estimated $1.59K.
  • Opal Wealth Advisors first reported a position in Generac Holdings in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Generac Holdings position peaked at $1.59K in Q2 2024.
  • 726 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.