WE
Wealth Effects’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
6,885
-914
| -12% | -$131K | 0.37% | 56 |
|
|
2025
Q1 | $988K | Buy |
7,799
+415
| +6% | +$52.6K | 0.41% | 53 |
|
|
2024
Q4 | $1.14M | Sell |
7,384
-685
| -8% | -$106K | 0.41% | 49 |
|
|
2024
Q3 | $1.28M | Sell |
8,069
-250
| -3% | -$39.7K | 0.45% | 48 |
|
|
2024
Q2 | $1.1M | Sell |
8,319
-200
| -2% | -$26.4K | 0.4% | 50 |
|
|
2024
Q1 | $1.07M | Sell |
8,519
-75
| -0.9% | -$9.46K | 0.4% | 52 |
|
|
2023
Q4 | $1.11M | Buy |
8,594
+305
| +4% | +$39.4K | 0.42% | 57 |
|
|
2023
Q3 | $903K | Buy |
8,289
+2,010
| +32% | +$219K | 0.45% | 50 |
|
|
2023
Q2 | $936K | Sell |
6,279
-211
| -3% | -$31.5K | 0.41% | 53 |
|
|
2023
Q1 | $701K | Buy |
6,490
+45
| +0.7% | +$4.86K | 0.36% | 66 |
|
|
2022
Q4 | $649K | Buy |
6,445
+2,640
| +69% | +$266K | 0.37% | 67 |
|
|
2022
Q3 | $678K | Buy |
3,805
+421
| +12% | +$75K | 0.41% | 59 |
|
|
2022
Q2 | $713K | Buy |
3,384
+190
| +6% | +$40K | 0.43% | 60 |
|
|
2022
Q1 | $949K | Buy |
3,194
+1,175
| +58% | +$349K | 0.44% | 53 |
|
|
2021
Q4 | $711K | Buy |
+2,019
| New | +$711K | 0.3% | 69 |
|