Geneos Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Geneos Wealth Management’s Portfolio PDCO Stock Details PDCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-56	Closed	-$1.75K	–	3258
2025 Q1	$1.75K	Buy	+56	New	+$1.74K	﹤0.01%	2990
2022 Q3	–	Sell	-167	Closed	-$5K	–	2641
2022 Q2	$5K	Sell	167 -5	-3%	-$157	﹤0.01%	2214
2022 Q1	$5K	Buy	172 +5	+3%	+$148	﹤0.01%	2369
2021 Q4	$4K	Sell	167 -107	-39%	-$3.35K	﹤0.01%	2496
2021 Q3	$8K	Buy	274 +107	+64%	+$3.25K	﹤0.01%	2321
2021 Q2	$5K	Hold	167	–	–	﹤0.01%	2476
2021 Q1	$5K	Hold	167	–	–	﹤0.01%	2683
2020 Q4	$5K	Hold	167	–	–	﹤0.01%	2508
2020 Q3	$3K	Hold	167	–	–	﹤0.01%	2355
2020 Q2	$3K	Hold	167	–	–	﹤0.01%	2316
2020 Q1	$2K	Hold	167	–	–	﹤0.01%	2309
2019 Q4	$3K	Hold	167	–	–	﹤0.01%	2332
2019 Q3	$2K	Hold	167	–	–	﹤0.01%	2340
2019 Q2	$3K	Hold	167	–	–	﹤0.01%	2269
2019 Q1	$3K	Sell	167 -53	-24%	-$1.17K	﹤0.01%	2195
2018 Q4	$4K	Sell	220 -366	-62%	-$8.54K	﹤0.01%	2082
2018 Q3	$14K	Buy	586 +310	+112%	+$7.35K	﹤0.01%	1734
2018 Q2	$6K	Hold	276	–	–	﹤0.01%	1892
2018 Q1	$6K	Sell	276 -150	-35%	-$4.67K	﹤0.01%	1828
2017 Q4	$15K	Hold	426	–	–	﹤0.01%	1501
2017 Q3	$16K	Hold	426	–	–	﹤0.01%	1423
2017 Q2	$20K	Hold	426	–	–	﹤0.01%	1288
2017 Q1	$19K	Hold	426	–	–	﹤0.01%	1259
2016 Q4	$17K	Buy	426 +66	+18%	+$2.85K	﹤0.01%	1261
2016 Q3	$16K	Buy	360 +43	+14%	+$2.03K	﹤0.01%	1220
2016 Q2	$15K	Hold	317	–	–	﹤0.01%	1210
2016 Q1	$14K	Buy	+317	New	+$13.7K	﹤0.01%	1211

Other funds holding PDCO

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneos Wealth Management's PDCO Position: Q2 2025 in Review

Geneos Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 56 shares — an estimated $1.75K sold.

Geneos Wealth Management first reported a position in PDCO in Q1 2016 and held it in 27 quarters. The position peaked at $20K in Q2 2017. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Geneos Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 56 Patterson Companies, Inc. shares in Q2 2025, an estimated $1.75K.
Geneos Wealth Management first reported a position in Patterson Companies, Inc. in Q1 2016 and held it in 27 quarters.
Geneos Wealth Management's Patterson Companies, Inc. position peaked at $20K in Q2 2017.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.