Skip to main content

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

GNRC holding history

Generac Holdings Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GNRC overviewAll 13F holders of GNRCFull Q2 2026 holdings

Shares (Q2 2026)
1,406
Value
$411.7K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2021
Holdings of GNRC by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,406$411.7K<0.1%+103+7.9%AddedHolders
Q1 20261,303$254.5K<0.1%+1,303NewHolders
Q4 20250$00.0%−1,348−100.0%Sold outHolders
Q3 20251,348$225.7K<0.1%+1,348NewHolders
Q3 20240$00.0%−1,659−100.0%Sold outHolders
Q2 20241,659$219.4K<0.1%+1,659NewHolders
Q4 20230$00.0%−4,720−100.0%Sold outHolders
Q3 20234,720$514.3K<0.1%+2,501+112.7%AddedHolders
Q2 20232,219$330.9K<0.1%+2,219NewHolders
Q4 20220$00.0%−1,476−100.0%Sold outHolders
Q3 20221,476$262.9K<0.1%+304+25.9%AddedHolders
Q2 20221,172$246.8K<0.1%+315+36.8%AddedHolders
Q1 2022857$254.8K<0.1%00.0%UnchangedHolders
Q4 2021857$301.6K<0.1%00.0%UnchangedHolders
Q3 2021857$350.2K<0.1%−213−19.9%ReducedHolders
Q2 20211,070$444.2K<0.1%+1,070NewHolders