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Polaris Wealth Advisory Group’s Generac Holdings GNRC Stock Holding History

Polaris Wealth Advisory Group’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
2023
Q2 		– Sell
-65,955
Closed -$7.12M – 164
2023
Q1 		$7.12M Buy
+65,955
New +$7.63M 0.53% 63
2022
Q3 		– Sell
-5,975
Closed -$1.26M – 165
2022
Q2 		$1.26M Buy
+5,975
New +$1.47M 0.1% 87
2021
Q4 		– Sell
-510
Closed -$213K – 183
2021
Q3 		$213K Hold
510
– – 0.01% 160
2021
Q2 		$211K Buy
+510
New +$171K 0.01% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's GNRC Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Generac Holdings (GNRC) in Q2 2023, closing a stake of 65,955 shares — an estimated $7.12M sold.

Polaris Wealth Advisory Group first reported a position in GNRC in Q2 2021 and held it in 4 quarters. The position peaked at $7.12M in Q1 2023. 736 funds tracked by Wall St. Rank hold GNRC as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining Generac Holdings position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 65,955 Generac Holdings shares in Q2 2023, an estimated $7.12M.
  • Polaris Wealth Advisory Group first reported a position in Generac Holdings in Q2 2021 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Generac Holdings position peaked at $7.12M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.