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Sugarloaf Wealth Management’s Generac Holdings GNRC Stock Holding History

Sugarloaf Wealth Management’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
-7
Closed -$926 – 687
2024
Q2 		$926 Hold
7
– – ﹤0.01% 618
2024
Q1 		$883 Hold
7
– – ﹤0.01% 627
2023
Q4 		$905 Hold
7
– – ﹤0.01% 633
2023
Q3 		$763 Hold
7
– – ﹤0.01% 637
2023
Q2 		$1.04K Sell
7
-50
-88% -$5.7K ﹤0.01% 639
2023
Q1 		$6.16K Hold
57
– – ﹤0.01% 530
2022
Q4 		$5.74K Buy
57
+50
+714% +$5.66K ﹤0.01% 561
2022
Q3 		$2K Hold
7
– – ﹤0.01% 709
2022
Q2 		$1K Hold
7
– – ﹤0.01% 737
2022
Q1 		$2K Hold
7
– – ﹤0.01% 641
2021
Q4 		$2K Hold
7
– – ﹤0.01% 668
2021
Q3 		$3K Hold
7
– – ﹤0.01% 655
2021
Q2 		$3K Hold
7
– – ﹤0.01% 644
2021
Q1 		$2 Hold
7
– – ﹤0.01% 673
2020
Q4 		$2K Hold
7
– – ﹤0.01% 637
2020
Q3 		$1K Hold
7
– – ﹤0.01% 638
2020
Q2 		$1K Hold
7
– – ﹤0.01% 636
2020
Q1 		$1K Hold
7
– – ﹤0.01% 647
2019
Q4 		$1K Buy
+7
New +$652 ﹤0.01% 666

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's GNRC Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Generac Holdings (GNRC) in Q3 2024, closing a stake of 7 shares — an estimated $926 sold.

Sugarloaf Wealth Management first reported a position in GNRC in Q4 2019 and held it in 19 quarters. The position peaked at $6.16K in Q1 2023. 724 funds tracked by Wall St. Rank hold GNRC as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Generac Holdings position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 7 Generac Holdings shares in Q3 2024, an estimated $926.
  • Sugarloaf Wealth Management first reported a position in Generac Holdings in Q4 2019 and held it in 19 quarters.
  • Sugarloaf Wealth Management's Generac Holdings position peaked at $6.16K in Q1 2023.
  • 724 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.