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Geneos Wealth Management’s PAR Technology PAR Stock Holding History

Geneos Wealth Management’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44K Hold
140
– – ﹤0.01% 2301
2026
Q1 		$1.87K Hold
140
– – ﹤0.01% 2326
2025
Q4 		$5.08K Hold
140
– – ﹤0.01% 2133
2025
Q3 		$5.54K Hold
140
– – ﹤0.01% 2117
2025
Q2 		$9.71K Hold
140
– – ﹤0.01% 2339
2025
Q1 		$8.59K Sell
140
-100
-42% -$6.71K ﹤0.01% 2323
2024
Q4 		$17.4K Hold
240
– – ﹤0.01% 1795
2024
Q3 		$12.5K Hold
240
– – ﹤0.01% 1750
2024
Q2 		$11.3K Hold
240
– – ﹤0.01% 1516
2024
Q1 		$10.9K Hold
240
– – ﹤0.01% 1529
2023
Q4 		$10.4K Hold
240
– – ﹤0.01% 1543
2023
Q3 		$9.25K Sell
240
-3
-1% -$114 ﹤0.01% 1591
2023
Q2 		$8K Hold
243
– – ﹤0.01% 1631
2023
Q1 		$8.25K Hold
243
– – ﹤0.01% 1603
2022
Q4 		$6.33K Hold
243
– – ﹤0.01% 1653
2022
Q3 		$7K Hold
243
– – ﹤0.01% 1616
2022
Q2 		$9K Hold
243
– – ﹤0.01% 2004
2022
Q1 		$9K Hold
243
– – ﹤0.01% 2126
2021
Q4 		$12K Buy
243
+140
+136% +$8.44K ﹤0.01% 2109
2021
Q3 		$6K Buy
103
+3
+3% +$192 ﹤0.01% 2404
2021
Q2 		$6K Sell
100
-19
-16% -$1.35K ﹤0.01% 2400
2021
Q1 		$9K Hold
119
– – ﹤0.01% 2429
2020
Q4 		$7K Buy
119
+19
+19% +$933 ﹤0.01% 2375
2020
Q3 		$4K Buy
+100
New +$3.57K ﹤0.01% 2272

Other funds holding PAR

VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's PAR Position: Q2 2026 in Review

Geneos Wealth Management held its PAR Technology (PAR) position steady in Q2 2026 at 140 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Geneos Wealth Management first reported a position in PAR in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.4K in Q4 2024. 208 funds tracked by Wall St. Rank hold PAR as of Q2 2026.

  • Geneos Wealth Management held 140 shares of PAR Technology worth $2.44K as of Q2 2026.
  • Geneos Wealth Management left its PAR Technology share count unchanged in Q2 2026.
  • PAR Technology made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2301 holding.
  • Geneos Wealth Management first reported a position in PAR Technology in Q3 2020 and has held it in 24 quarters since.
  • Geneos Wealth Management's PAR Technology position peaked at $17.4K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held PAR Technology as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.