TOTH FINANCIAL ADVISORY CORP GNRC — GENERAC HLDGS INC

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  5 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported GENERAC HLDGS INC (GNRC) in 5 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows GNRC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GNRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in GENERAC HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GNRC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GNRC stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held GNRC — position size vs. price
% of Fund (quarterly)    GNRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 280 +273 +3900.0% 0.01% $58K 2026-10-08 $224.40
2026 Q2 REDUCED 99.6% -29.9% ✅ 7 -1,733 -99.6% 0.00% $2K 2026-07-14 $225.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GNRC

As of 2026 Q3 — sorted by position size

ATWOOD & PALMER INC 3Y 7Y 1.68% STABLEFORD CAPITAL II LLC 3Y 0.59% DUDLEY & SHANLEY, INC. 3Y 7Y 0.53% Michael J. Porro & Co. Financial Advisors, Inc. 0.52% Kessler Investment Group, LLC 3Y 7Y 0.23% M.E. ALLISON & CO., INC. 0.21% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.15% SPRING CAPITAL MANAGEMENT, LLC 3Y 0.1% DIVERSIFIED MANAGEMENT INC 0.06% Bank & Trust Co 0.05%

FAQ About TOTH FINANCIAL ADVISORY CORP and GNRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOTH FINANCIAL ADVISORY CORP reported owning GNRC?

TOTH FINANCIAL ADVISORY CORP reported GNRC across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported GNRC position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for GNRC was 0.01% in 2026 Q3.

What is the latest reported GNRC position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 280 shares, equal to 0.01% of portfolio, with an estimated market value of $58K.

What does the chart on this GNRC ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly GNRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOTH FINANCIAL ADVISORY CORP time their GNRC position?

Based on 13F filing dates vs. subsequent GNRC price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 2 out of 4 reported position changes (50%).

← Back to TOTH FINANCIAL ADVISORY CORP Holdings