WealthPLAN Partners’s Generac Holdings GNRC Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-503	Closed	-$75K	–	626
2023 Q2	$75K	Sell	503 -49	-9%	-$5.59K	0.01%	441
2023 Q1	$59.6K	Buy	+552	New	+$63.9K	0.01%	522

Other funds holding GNRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's GNRC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Generac Holdings (GNRC) in Q3 2023, closing a stake of 503 shares — an estimated $75K sold.

WealthPLAN Partners first reported a position in GNRC in Q1 2023 and held it in 2 quarters. The position peaked at $75K in Q2 2023. 693 funds tracked by Wall St. Rank hold GNRC as of Q3 2023.

WealthPLAN Partners reported no remaining Generac Holdings position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 503 Generac Holdings shares in Q3 2023, an estimated $75K.
WealthPLAN Partners first reported a position in Generac Holdings in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Generac Holdings position peaked at $75K in Q2 2023.
693 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.