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Gen-Wealth Partners’s Parker-Hannifin PH Stock Holding History

Gen-Wealth Partners’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.8K Sell
107
-12
-10% -$11.4K 0.03% 336
2025
Q4 		$105K Sell
119
-20
-14% -$16.4K 0.03% 321
2025
Q3 		$105K Sell
139
-32
-19% -$23.6K 0.04% 317
2025
Q2 		$119K Sell
171
-18
-10% -$11.4K 0.05% 264
2025
Q1 		$115K Sell
189
-30
-14% -$19.6K 0.05% 261
2024
Q4 		$139K Sell
219
-33
-13% -$21.9K 0.06% 245
2024
Q3 		$157K Sell
252
-4
-2% -$2.27K 0.07% 242
2024
Q2 		$129K Sell
256
-40
-14% -$21.4K 0.06% 254
2024
Q1 		$165K Buy
+296
New +$150K 0.08% 239

Other funds holding PH

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gen-Wealth Partners's PH Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Parker-Hannifin (PH) stake by 10% in Q1 2026, selling an estimated $11.4K and leaving 107 shares worth $95.8K. The position accounts for 0.03% of the portfolio, ranked #336.

Gen-Wealth Partners first reported a position in PH in Q1 2024 and has held it in 9 quarters since. The position peaked at $165K in Q1 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Gen-Wealth Partners held 107 shares of Parker-Hannifin worth $95.8K as of Q1 2026.
  • Gen-Wealth Partners sold 12 Parker-Hannifin shares in Q1 2026, an estimated $11.4K.
  • Parker-Hannifin made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #336 holding.
  • Gen-Wealth Partners first reported a position in Parker-Hannifin in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Parker-Hannifin position peaked at $165K in Q1 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.