Geneos Wealth Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $576K | Buy |
5,853
+149
| +3% | +$14.1K | 0.01% | 693 |
|
|
2026
Q1 | $525K | Sell |
5,704
-265
| -4% | -$26.2K | 0.01% | 683 |
|
|
2025
Q4 | $670K | Sell |
5,969
-216
| -3% | -$25.3K | 0.02% | 591 |
|
|
2025
Q3 | $784K | Buy |
6,185
+378
| +7% | +$52.4K | 0.02% | 548 |
|
|
2025
Q2 | $845K | Buy |
5,807
+2,994
| +106% | +$451K | 0.02% | 577 |
|
|
2025
Q1 | $434K | Buy |
2,813
+93
| +3% | +$13.7K | 0.01% | 667 |
|
|
2024
Q4 | $381K | Sell |
2,720
-21
| -0.8% | -$2.98K | 0.01% | 650 |
|
|
2024
Q3 | $368K | Buy |
2,741
+142
| +5% | +$18K | 0.01% | 626 |
|
|
2024
Q2 | $308K | Buy |
2,599
+56
| +2% | +$6.84K | 0.01% | 598 |
|
|
2024
Q1 | $312K | Buy |
2,543
+92
| +4% | +$11.2K | 0.01% | 593 |
|
|
2023
Q4 | $292K | Sell |
2,451
-685
| -22% | -$81.2K | 0.01% | 582 |
|
|
2023
Q3 | $362K | Buy |
3,136
+295
| +10% | +$35.6K | 0.02% | 535 |
|
|
2023
Q2 | $318K | Buy |
2,841
+66
| +2% | +$7.22K | 0.02% | 574 |
|
|
2023
Q1 | $318K | Sell |
2,775
-374
| -12% | -$42.5K | 0.02% | 540 |
|
|
2022
Q4 | $364K | Buy |
3,149
+239
| +8% | +$28K | 0.02% | 484 |
|
|
2022
Q3 | $326K | Sell |
2,910
-506
| -15% | -$62.7K | 0.02% | 480 |
|
|
2022
Q2 | $397K | Buy |
3,416
+523
| +18% | +$65.7K | 0.02% | 561 |
|
|
2022
Q1 | $394K | Buy |
2,893
+123
| +4% | +$15.1K | 0.02% | 605 |
|
|
2021
Q4 | $378K | Buy |
2,770
+111
| +4% | +$13.7K | 0.01% | 666 |
|
|
2021
Q3 | $306K | Buy |
2,659
+32
| +1% | +$3.6K | 0.01% | 705 |
|
|
2021
Q2 | $285K | Sell |
2,627
-804
| -23% | -$80.9K | 0.01% | 714 |
|
|
2021
Q1 | $334K | Sell |
3,431
-109
| -3% | -$10K | 0.01% | 752 |
|
|
2020
Q4 | $267K | Buy |
3,540
+367
| +12% | +$32.6K | 0.01% | 728 |
|
|
2020
Q3 | $246K | Sell |
3,173
-197
| -6% | -$14.8K | 0.01% | 617 |
|
|
2020
Q2 | $241K | Buy |
3,370
+516
| +18% | +$35.8K | 0.01% | 611 |
|
|
2020
Q1 | $171K | Sell |
2,854
-307
| -10% | -$24.5K | 0.01% | 660 |
|
|
2019
Q4 | $269K | Sell |
3,161
-58
| -2% | -$4.89K | 0.01% | 591 |
|
|
2019
Q3 | $262K | Buy |
3,219
+288
| +10% | +$23.9K | 0.02% | 568 |
|
|
2019
Q2 | $249K | Buy |
2,931
+59
| +2% | +$4.97K | 0.02% | 592 |
|
|
2019
Q1 | $230K | Buy |
2,872
+643
| +29% | +$47.4K | 0.02% | 601 |
|
|
2018
Q4 | $144K | Buy |
2,229
+25
| +1% | +$1.69K | 0.01% | 713 |
|
|
2018
Q3 | $162K | Buy |
2,204
+438
| +25% | +$31.5K | 0.01% | 716 |
|
|
2018
Q2 | $120K | Buy |
1,766
+2
| +0.1% | +$129 | 0.01% | 723 |
|
|
2018
Q1 | $108K | Buy |
1,764
+64
| +4% | +$4.23K | 0.01% | 733 |
|
|
2017
Q4 | $115K | Buy |
1,700
+25
| +1% | +$1.64K | 0.01% | 701 |
|
|
2017
Q3 | $100K | Buy |
1,675
+71
| +4% | +$4.05K | 0.01% | 701 |
|
|
2017
Q2 | $91K | Sell |
1,604
-58
| -3% | -$3.41K | 0.01% | 713 |
|
|
2017
Q1 | $97K | Sell |
1,662
-56
| -3% | -$3.4K | 0.01% | 668 |
|
|
2016
Q4 | $104K | Buy |
1,718
+65
| +4% | +$3.75K | 0.01% | 609 |
|
|
2016
Q3 | $95K | Buy |
1,653
+2
| +0.1% | +$120 | 0.01% | 617 |
|
|
2016
Q2 | $98K | Sell |
1,651
-997
| -38% | -$53.4K | 0.01% | 595 |
|
|
2016
Q1 | $143K | Buy |
+2,648
| New | +$133K | 0.02% | 503 |
|
Other funds holding PAYX
Geneos Wealth Management's PAYX Position: Q2 2026 in Review
Geneos Wealth Management increased its Paychex (PAYX) stake by 2.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 5,853 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #693.
Geneos Wealth Management first reported a position in PAYX in Q1 2016 and has held it in 42 quarters since. The position peaked at $845K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.
- Geneos Wealth Management held 5,853 shares of Paychex worth $576K as of Q2 2026.
- Geneos Wealth Management bought 149 Paychex shares in Q2 2026, an estimated $14.1K.
- Paychex made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #693 holding.
- Geneos Wealth Management first reported a position in Paychex in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Paychex position peaked at $845K in Q2 2025.
- 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.