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 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	Sell	140 -140	-50%	-$8.75K	﹤0.01%	2339
2025 Q1	$17.2K	Buy	280 +40	+17%	+$2.68K	﹤0.01%	2390
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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geneos Wealth Management's PAR Position: Q1 2026 in Review

Geneos Wealth Management held its PAR Technology (PAR) position steady in Q1 2026 at 140 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Geneos Wealth Management first reported a position in PAR in Q3 2020 and has held it in 23 quarters since. The position peaked at $17.4K in Q4 2024. 200 funds tracked by Wall St. Rank hold PAR as of Q1 2026.

Geneos Wealth Management held 140 shares of PAR Technology worth $1.87K as of Q1 2026.
Geneos Wealth Management left its PAR Technology share count unchanged in Q1 2026.
PAR Technology made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2326 holding.
Geneos Wealth Management first reported a position in PAR Technology in Q3 2020 and has held it in 23 quarters since.
Geneos Wealth Management's PAR Technology position peaked at $17.4K in Q4 2024.
200 funds tracked by Wall St. Rank held PAR Technology as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.