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Geneos Wealth Management’s PACCAR PCAR Stock Holding History

Geneos Wealth Management’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Sell
1,937
-226
-10% -$27.3K 0.01% 929
2025
Q4 		$237K Buy
2,163
+214
+11% +$21.9K 0.01% 875
2025
Q3 		$192K Buy
1,949
+9
+0.5% +$888 ﹤0.01% 918
2025
Q2 		$184K Sell
1,940
-1,766
-48% -$163K ﹤0.01% 1026
2025
Q1 		$361K Buy
3,706
+2,722
+277% +$287K 0.01% 1021
2024
Q4 		$102K Sell
984
-149
-13% -$16.3K ﹤0.01% 1060
2024
Q3 		$112K Sell
1,133
-33
-3% -$3.23K ﹤0.01% 935
2024
Q2 		$120K Buy
1,166
+2
+0.2% +$220 0.01% 823
2024
Q1 		$144K Buy
1,164
+165
+17% +$17.7K 0.01% 774
2023
Q4 		$97.6K Sell
999
-256
-20% -$23K ﹤0.01% 847
2023
Q3 		$107K Buy
1,255
+4
+0.3% +$340 0.01% 854
2023
Q2 		$105K Buy
1,251
+3
+0.2% +$222 0.01% 862
2023
Q1 		$91.3K Buy
1,248
+34
+3% +$2.43K 0.01% 872
2022
Q4 		$80.1K Buy
1,214
+3
+0.2% +$196 ﹤0.01% 888
2022
Q3 		$67K Sell
1,211
-586
-33% -$34.1K ﹤0.01% 931
2022
Q2 		$99K Buy
1,797
+4
+0.2% +$225 ﹤0.01% 1014
2022
Q1 		$105K Buy
1,793
+176
+11% +$10.7K ﹤0.01% 1071
2021
Q4 		$95K Sell
1,617
-438
-21% -$25.3K ﹤0.01% 1192
2021
Q3 		$108K Buy
2,055
+6
+0.3% +$333 ﹤0.01% 1145
2021
Q2 		$120K Sell
2,049
-14
-0.7% -$858 ﹤0.01% 1091
2021
Q1 		$123K Buy
2,063
+18
+0.9% +$1.13K ﹤0.01% 1204
2020
Q4 		$127K Buy
2,045
+458
+29% +$26.9K 0.01% 1033
2020
Q3 		$88K Buy
1,587
+4
+0.3% +$224 ﹤0.01% 995
2020
Q2 		$76K Buy
1,583
+5
+0.3% +$234 ﹤0.01% 1036
2020
Q1 		$62K Sell
1,578
-264
-14% -$12.4K ﹤0.01% 1034
2019
Q4 		$97K Buy
1,842
+4
+0.2% +$206 0.01% 962
2019
Q3 		$84K Sell
1,838
-19
-1% -$867 0.01% 958
2019
Q2 		$88K Buy
1,857
+90
+5% +$4.18K 0.01% 953
2019
Q1 		$80K Buy
1,767
+43
+2% +$1.87K 0.01% 944
2018
Q4 		$65K Buy
1,724
+198
+13% +$7.9K ﹤0.01% 986
2018
Q3 		$69K Buy
1,526
+1,131
+286% +$49.9K ﹤0.01% 1034
2018
Q2 		$16K Sell
395
-906
-70% -$39.2K ﹤0.01% 1544
2018
Q1 		$57K Sell
1,301
-97
-7% -$4.59K 0.01% 950
2017
Q4 		$66K Sell
1,398
-59
-4% -$2.79K 0.01% 893
2017
Q3 		$70K Sell
1,457
-45
-3% -$2.03K 0.01% 828
2017
Q2 		$66K Buy
1,502
+41
+3% +$1.77K 0.01% 828
2017
Q1 		$65K Buy
1,461
+13
+0.9% +$586 0.01% 801
2016
Q4 		$61K Buy
1,448
+215
+17% +$8.67K 0.01% 764
2016
Q3 		$48K Sell
1,233
-101
-8% -$3.84K 0.01% 827
2016
Q2 		$46K Buy
1,334
+303
+29% +$11.1K 0.01% 839
2016
Q1 		$37K Buy
+1,031
New +$34.5K 0.01% 892

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geneos Wealth Management reduced its PACCAR (PCAR) stake by 10% in Q1 2026, selling an estimated $27.3K and leaving 1,937 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #929.

Geneos Wealth Management first reported a position in PCAR in Q1 2016 and has held it in 41 quarters since. The position peaked at $361K in Q1 2025. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Geneos Wealth Management held 1,937 shares of PACCAR worth $224K as of Q1 2026.
  • Geneos Wealth Management sold 226 PACCAR shares in Q1 2026, an estimated $27.3K.
  • PACCAR made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #929 holding.
  • Geneos Wealth Management first reported a position in PACCAR in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's PACCAR position peaked at $361K in Q1 2025.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

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