Summit Financial’s Generac Holdings GNRC Stock Holding History

Summit Financial’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
2026 Q1	$255K	Buy	+1,303	New	+$250K	﹤0.01%	1259
2025 Q4	–	Sell	-1,348	Closed	-$226K	–	1300
2025 Q3	$226K	Buy	+1,348	New	+$236K	﹤0.01%	1164
2024 Q3	–	Sell	-1,659	Closed	-$219K	–	546
2024 Q2	$219K	Buy	+1,659	New	+$229K	0.01%	463
2023 Q4	–	Sell	-4,720	Closed	-$514K	–	359
2023 Q3	$514K	Buy	4,720 +2,501	+113%	+$309K	0.04%	233
2023 Q2	$331K	Buy	+2,219	New	+$253K	0.02%	267
2022 Q4	–	Sell	-1,476	Closed	-$263K	–	255
2022 Q3	$263K	Buy	1,476 +304	+26%	+$69.7K	0.02%	218
2022 Q2	$247K	Buy	1,172 +315	+37%	+$77.5K	0.02%	214
2022 Q1	$255K	Hold	857	–	–	0.02%	225
2021 Q4	$302K	Hold	857	–	–	0.02%	212
2021 Q3	$350K	Sell	857 -213	-20%	-$91.2K	0.03%	176
2021 Q2	$444K	Buy	+1,070	New	+$359K	0.04%	94

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Summit Financial's GNRC Position: Q1 2026 in Review

Summit Financial opened a new position in Generac Holdings (GNRC) in Q1 2026: 1,303 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Summit Financial previously reported a position in GNRC as recently as Q3 2025.

Summit Financial first reported a position in GNRC in Q2 2021 and has held it in 11 quarters since. The position peaked at $514K in Q3 2023. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

Summit Financial held 1,303 shares of Generac Holdings worth $255K as of Q1 2026.
Generac Holdings was a new Summit Financial position in Q1 2026.
Generac Holdings made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1259 holding.
Summit Financial first reported a position in Generac Holdings in Q2 2021 and has held it in 11 quarters since.
Summit Financial's Generac Holdings position peaked at $514K in Q3 2023.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.