Generac Holdings shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Generac Holdings (GNRC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Generac Holdings
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Quarterly reported holdings in Generac Holdings by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 75k | 158.88 |
| 2024-06-30 | $9.2M | 69k | 132.22 |
| 2024-03-31 | $7.4M | 59k | 126.14 |
| 2023-09-30 | $4.8M | 44k | 108.96 |
| 2023-06-30 | $5.0M | 34k | 149.13 |
| 2023-03-31 | $5.2M | 48k | 108.01 |
| 2022-12-31 | $4.4M | 44k | 100.66 |
| 2022-09-30 | $3.2M | 18k | 178.13 |
| 2022-06-30 | $3.5M | 17k | 210.60 |
| 2022-03-31 | $3.6M | 12k | 297.24 |
| 2021-12-31 | $1.1M | 3.2k | 351.81 |
| 2021-09-30 | $529k | 1.3k | 409.13 |
| 2021-06-30 | $582k | 1.4k | 411.31 |
| 2021-03-31 | $440k | 1.3k | 327.14 |
| 2020-12-31 | $281k | 1.2k | 227.53 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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