TrueWealth LLC’s Generac Holdings GNRC Stock Holding History

TrueWealth LLC’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
2020 Q2	$5K	Hold	38	–	–	﹤0.01%	560
2020 Q1	$4K	Hold	38	–	–	﹤0.01%	576
2019 Q4	$4K	Buy	+38	New	+$3.54K	﹤0.01%	598

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BAM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's GNRC Position: Q2 2020 in Review

TrueWealth LLC held its Generac Holdings (GNRC) position steady in Q2 2020 at 38 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

TrueWealth LLC first reported a position in GNRC in Q4 2019 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold GNRC as of Q2 2020.

TrueWealth LLC held 38 shares of Generac Holdings worth $5K as of Q2 2020.
TrueWealth LLC left its Generac Holdings share count unchanged in Q2 2020.
Generac Holdings made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #560 holding.
TrueWealth LLC first reported a position in Generac Holdings in Q4 2019 and has held it in 3 quarters since.
420 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.