Geneos Wealth Management’s Parker-Hannifin PH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Sell	2,273 -3,314	-59%	-$2.31M	0.04%	414
2025 Q1	$3.4M	Buy	5,587 +3,772	+208%	+$2.29M	0.05%	361
2024 Q4	$1.15M	Buy	1,815 +7	+0.4%	+$4.45K	0.04%	384
2024 Q3	$1.14M	Buy	1,808 +1,227	+211%	+$775K	0.04%	374
2024 Q2	$294K	Buy	581 +9	+2%	+$4.55K	0.01%	610
2024 Q1	$318K	Hold	572	–	–	0.01%	589
2023 Q4	$264K	Sell	572 -36	-6%	-$16.6K	0.01%	603
2023 Q3	$237K	Buy	608 +10	+2%	+$3.9K	0.01%	641
2023 Q2	$233K	Buy	598 +30	+5%	+$11.7K	0.01%	644
2023 Q1	$191K	Sell	568 -44	-7%	-$14.8K	0.01%	661
2022 Q4	$178K	Hold	612	–	–	0.01%	659
2022 Q3	$148K	Sell	612 -318	-34%	-$76.9K	0.01%	688
2022 Q2	$231K	Buy	930 +2	+0.2%	+$497	0.01%	701
2022 Q1	$263K	Buy	928 +1	+0.1%	+$283	0.01%	705
2021 Q4	$294K	Sell	927 -46	-5%	-$14.6K	0.01%	738
2021 Q3	$284K	Buy	973 +73	+8%	+$21.3K	0.01%	734
2021 Q2	$277K	Sell	900 -66	-7%	-$20.3K	0.01%	724
2021 Q1	$303K	Buy	966 +14	+1%	+$4.39K	0.01%	791
2020 Q4	$280K	Buy	952 +69	+8%	+$20.3K	0.01%	713
2020 Q3	$176K	Buy	883 +1	+0.1%	+$199	0.01%	728
2020 Q2	$152K	Buy	882 +1	+0.1%	+$172	0.01%	747
2020 Q1	$106K	Buy	881 +2	+0.2%	+$241	0.01%	814
2019 Q4	$182K	Buy	879 +1	+0.1%	+$207	0.01%	725
2019 Q3	$158K	Buy	878 +2	+0.2%	+$360	0.01%	734
2019 Q2	$149K	Buy	876 +1	+0.1%	+$170	0.01%	769
2019 Q1	$150K	Buy	875 +38	+5%	+$6.51K	0.01%	742
2018 Q4	$124K	Buy	837 +324	+63%	+$48K	0.01%	765
2018 Q3	$149K	Sell	513 -23	-4%	-$6.68K	0.01%	747
2018 Q2	$83K	Hold	536	–	–	0.01%	849
2018 Q1	$91K	Buy	536 +23	+4%	+$3.91K	0.01%	788
2017 Q4	$102K	Hold	513	–	–	0.01%	738
2017 Q3	$89K	Hold	513	–	–	0.01%	733
2017 Q2	$81K	Sell	513 -76	-13%	-$12K	0.01%	748
2017 Q1	$94K	Buy	589 +73	+14%	+$11.7K	0.01%	676
2016 Q4	$72K	Hold	516	–	–	0.01%	705
2016 Q3	$64K	Buy	516 +3	+0.6%	+$372	0.01%	728
2016 Q2	$56K	Sell	513 -60	-10%	-$6.55K	0.01%	773
2016 Q1	$64K	Buy	+573	New	+$64K	0.01%	720