Torch Wealth Management’s Generac Holdings GNRC Stock Holding History

Torch 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
2019 Q4	$271K	Hold	2,700	–	–	0.15%	95
2019 Q3	$212K	Buy	+2,700	New	+$202K	0.13%	103
2015 Q4	–	Sell	-7,675	Closed	-$231K	–	101
2015 Q3	$231K	Sell	7,675 -5,380	-41%	-$173K	0.18%	89
2015 Q2	$519K	Hold	13,055	–	–	0.36%	65
2015 Q1	$636K	Hold	13,055	–	–	0.49%	57
2014 Q4	$610K	Buy	+13,055	New	+$571K	0.47%	56

Other funds holding GNRC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Torch Wealth Management's GNRC Position: Q4 2019 in Review

Torch Wealth Management held its Generac Holdings (GNRC) position steady in Q4 2019 at 2,700 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #95.

Torch Wealth Management first reported a position in GNRC in Q4 2014 and has held it in 6 quarters since. The position peaked at $636K in Q1 2015. 353 funds tracked by Wall St. Rank hold GNRC as of Q4 2019.

Torch Wealth Management held 2,700 shares of Generac Holdings worth $271K as of Q4 2019.
Torch Wealth Management left its Generac Holdings share count unchanged in Q4 2019.
Generac Holdings made up 0.15% of Torch Wealth Management's portfolio in Q4 2019, its #95 holding.
Torch Wealth Management first reported a position in Generac Holdings in Q4 2014 and has held it in 6 quarters since.
Torch Wealth Management's Generac Holdings position peaked at $636K in Q1 2015.
353 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.