SOA Wealth Advisors’s Generac Holdings GNRC Stock Holding History

SOA 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
2025 Q3	–	Sell	-1	Closed	-$143	–	905
2025 Q2	$143	Hold	1	–	–	﹤0.01%	828
2025 Q1	$127	Hold	1	–	–	﹤0.01%	838
2024 Q4	$155	Hold	1	–	–	﹤0.01%	832
2024 Q3	$159	Hold	1	–	–	﹤0.01%	797
2024 Q2	$132	Hold	1	–	–	﹤0.01%	812
2024 Q1	$126	Hold	1	–	–	﹤0.01%	865
2023 Q4	$129	Hold	1	–	–	﹤0.01%	865
2023 Q3	$109	Hold	1	–	–	﹤0.01%	900
2023 Q2	$149	Hold	1	–	–	﹤0.01%	892
2023 Q1	$108	Hold	1	–	–	﹤0.01%	933
2022 Q4	$101	Hold	1	–	–	﹤0.01%	942
2022 Q3	$0	Hold	1	–	–	﹤0.01%	875
2022 Q2	$0	Sell	1 -4	-80%	-$984	﹤0.01%	886
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	847
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	819
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	784
2021 Q2	$2K	Buy	5 +3	+150%	+$1.01K	﹤0.01%	768
2021 Q1	$0	Buy	+2	New	+$589	﹤0.01%	848

Other funds holding GNRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return