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WealthPlan Investment Management’s Generac Holdings GNRC Stock Holding History

WealthPlan Investment 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
2023
Q4 		– Sell
-2,400
Closed -$262K – 194
2023
Q3 		$262K Buy
+2,400
New +$297K 0.05% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WealthPlan Investment Management's GNRC Position: Q4 2023 in Review

WealthPlan Investment Management sold out of Generac Holdings (GNRC) in Q4 2023, closing a stake of 2,400 shares — an estimated $262K sold.

WealthPlan Investment Management first reported a position in GNRC in Q3 2023 and held it in 1 quarter. The position peaked at $262K in Q3 2023. 699 funds tracked by Wall St. Rank hold GNRC as of Q4 2023.

  • WealthPlan Investment Management reported no remaining Generac Holdings position as of Q4 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,400 Generac Holdings shares in Q4 2023, an estimated $262K.
  • WealthPlan Investment Management first reported a position in Generac Holdings in Q3 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Generac Holdings position peaked at $262K in Q3 2023.
  • 699 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2023.

Based on WealthPlan Investment Management's 13F filing for Q4 2023, filed 5 Jan 2024.