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Geneos Wealth Management’s Paylocity PCTY Stock Holding History

Geneos Wealth Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.4K Buy
763
+713
+1,426% +$87.5K ﹤0.01% 1236
2025
Q4 		$7.63K Buy
50
+34
+213% +$5.06K ﹤0.01% 2038
2025
Q3 		$2.55K Sell
16
-11
-41% -$1.95K ﹤0.01% 2287
2025
Q2 		$4.89K Sell
27
-6
-18% -$1.13K ﹤0.01% 2585
2025
Q1 		$16.1K Buy
33
+14
+74% +$2.8K ﹤0.01% 2420
2024
Q4 		$3.79K Buy
+19
New +$3.64K ﹤0.01% 2424
2020
Q3 		– Sell
-100
Closed -$14K – 2676
2020
Q2 		$14K Sell
100
-200
-67% -$23.3K ﹤0.01% 1780
2020
Q1 		$27K Sell
300
-300
-50% -$37.7K ﹤0.01% 1389
2019
Q4 		$73K Buy
600
+100
+20% +$11K ﹤0.01% 1074
2019
Q3 		$47K Hold
500
– – ﹤0.01% 1214
2019
Q2 		$46K Buy
500
+200
+67% +$19K ﹤0.01% 1231
2019
Q1 		$26K Buy
+300
New +$23.3K ﹤0.01% 1454

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Geneos Wealth Management increased its Paylocity (PCTY) stake by 1,426% in Q1 2026, buying an estimated $87.5K and bringing the position to 763 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Geneos Wealth Management first reported a position in PCTY in Q1 2019 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Geneos Wealth Management held 763 shares of Paylocity worth $82.4K as of Q1 2026.
  • Geneos Wealth Management bought 713 Paylocity shares in Q1 2026, an estimated $87.5K.
  • Paylocity made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1236 holding.
  • Geneos Wealth Management first reported a position in Paylocity in Q1 2019 and has held it in 12 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

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