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WR Wealth Planners’s Generac Holdings GNRC Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-34
Closed -$5.4K – 1138
2024
Q3 		$5.4K Hold
34
– – ﹤0.01% 729
2024
Q2 		$4.5K Hold
34
– – ﹤0.01% 739
2024
Q1 		$4.29K Buy
+34
New +$3.99K ﹤0.01% 750
2023
Q4 		– Sell
-34
Closed -$3.71K – 454
2023
Q3 		$3.71K Hold
34
– – ﹤0.01% 712
2023
Q2 		$5.07K Hold
34
– – ﹤0.01% 677
2023
Q1 		$3.67K Hold
34
– – ﹤0.01% 722
2022
Q4 		$3.42K Hold
34
– – ﹤0.01% 361
2022
Q3 		$6.06K Hold
34
– – ﹤0.01% 300
2022
Q2 		$7.16K Hold
34
– – ﹤0.01% 313
2022
Q1 		$10.1K Buy
+34
New +$10.2K 0.01% 297

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's GNRC Position: Q4 2024 in Review

WR Wealth Planners sold out of Generac Holdings (GNRC) in Q4 2024, closing a stake of 34 shares — an estimated $5.4K sold.

WR Wealth Planners first reported a position in GNRC in Q1 2022 and held it in 10 quarters. The position peaked at $10.1K in Q1 2022. 769 funds tracked by Wall St. Rank hold GNRC as of Q4 2024.

  • WR Wealth Planners reported no remaining Generac Holdings position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 34 Generac Holdings shares in Q4 2024, an estimated $5.4K.
  • WR Wealth Planners first reported a position in Generac Holdings in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Generac Holdings position peaked at $10.1K in Q1 2022.
  • 769 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.