VFA
Values First Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,081
| Closed | -$323K | – | 202 |
|
|
2024
Q4 | $323K | Buy |
+2,081
| New | +$323K | 0.18% | 135 |
|
|
2023
Q3 | – | Sell |
-5,119
| Closed | -$763K | – | 172 |
|
|
2023
Q2 | $763K | Buy |
5,119
+526
| +11% | +$78.4K | 0.46% | 66 |
|
|
2023
Q1 | $496K | Buy |
4,593
+1,595
| +53% | +$172K | 0.32% | 90 |
|
|
2022
Q4 | $302K | Sell |
2,998
-173
| -5% | -$17.4K | 0.21% | 115 |
|
|
2022
Q3 | $565K | Buy |
3,171
+220
| +7% | +$39.2K | 0.41% | 74 |
|
|
2022
Q2 | $622K | Buy |
2,951
+523
| +22% | +$110K | 0.44% | 69 |
|
|
2022
Q1 | $722K | Buy |
2,428
+807
| +50% | +$240K | 0.46% | 66 |
|
|
2021
Q4 | $571K | Buy |
1,621
+253
| +18% | +$89.1K | 0.34% | 90 |
|
|
2021
Q3 | $559K | Sell |
1,368
-216
| -14% | -$88.3K | 0.36% | 88 |
|
|
2021
Q2 | $658K | Buy |
+1,584
| New | +$658K | 0.45% | 80 |
|