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TriaGen Wealth Management’s Generac Holdings GNRC Stock Holding History

TriaGen 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
2021
Q3 		– Sell
-996
Closed -$418K – 188
2021
Q2 		$418K Buy
+996
New +$334K 0.22% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TriaGen Wealth Management's GNRC Position: Q3 2021 in Review

TriaGen Wealth Management sold out of Generac Holdings (GNRC) in Q3 2021, closing a stake of 996 shares — an estimated $418K sold.

TriaGen Wealth Management first reported a position in GNRC in Q2 2021 and held it in 1 quarter. The position peaked at $418K in Q2 2021. 808 funds tracked by Wall St. Rank hold GNRC as of Q3 2021.

  • TriaGen Wealth Management reported no remaining Generac Holdings position as of Q3 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 996 Generac Holdings shares in Q3 2021, an estimated $418K.
  • TriaGen Wealth Management first reported a position in Generac Holdings in Q2 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's Generac Holdings position peaked at $418K in Q2 2021.
  • 808 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2021.

Based on TriaGen Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.