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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	1,152 +2	+0.2%	+$1.83K	0.02%	512
2026 Q1	$1.03M	Buy	1,150 +499	+77%	+$472K	0.02%	506
2025 Q4	$572K	Buy	651 +15	+2%	+$12.3K	0.01%	631
2025 Q3	$482K	Sell	636 -1,637	-72%	-$1.21M	0.01%	660
2025 Q2	$1.59M	Sell	2,273 -3,314	-59%	-$2.09M	0.04%	414
2025 Q1	$3.4M	Buy	5,587 +3,772	+208%	+$2.47M	0.05%	361
2024 Q4	$1.15M	Buy	1,815 +7	+0.4%	+$4.63K	0.04%	384
2024 Q3	$1.14M	Buy	1,808 +1,227	+211%	+$697K	0.04%	374
2024 Q2	$294K	Buy	581 +9	+2%	+$4.83K	0.01%	610
2024 Q1	$318K	Hold	572	–	–	0.01%	589
2023 Q4	$264K	Sell	572 -36	-6%	-$15K	0.01%	603
2023 Q3	$237K	Buy	608 +10	+2%	+$4.02K	0.01%	641
2023 Q2	$233K	Buy	598 +30	+5%	+$10.2K	0.01%	644
2023 Q1	$191K	Sell	568 -44	-7%	-$14.6K	0.01%	661
2022 Q4	$178K	Hold	612	–	–	0.01%	659
2022 Q3	$148K	Sell	612 -318	-34%	-$86.1K	0.01%	688
2022 Q2	$231K	Buy	930 +2	+0.2%	+$535	0.01%	701
2022 Q1	$263K	Buy	928 +1	+0.1%	+$302	0.01%	705
2021 Q4	$294K	Sell	927 -46	-5%	-$14.2K	0.01%	738
2021 Q3	$284K	Buy	973 +73	+8%	+$21.7K	0.01%	734
2021 Q2	$277K	Sell	900 -66	-7%	-$20.4K	0.01%	724
2021 Q1	$303K	Buy	966 +14	+1%	+$4.04K	0.01%	791
2020 Q4	$280K	Buy	952 +69	+8%	+$17.1K	0.01%	713
2020 Q3	$176K	Buy	883 +1	+0.1%	+$197	0.01%	728
2020 Q2	$152K	Buy	882 +1	+0.1%	+$161	0.01%	747
2020 Q1	$106K	Buy	881 +2	+0.2%	+$362	0.01%	814
2019 Q4	$182K	Buy	879 +1	+0.1%	+$194	0.01%	725
2019 Q3	$158K	Buy	878 +2	+0.2%	+$340	0.01%	734
2019 Q2	$149K	Buy	876 +1	+0.1%	+$172	0.01%	769
2019 Q1	$150K	Buy	875 +38	+5%	+$6.3K	0.01%	742
2018 Q4	$124K	Buy	837 +324	+63%	+$52.4K	0.01%	765
2018 Q3	$149K	Sell	513 -23	-4%	-$3.95K	0.01%	747
2018 Q2	$83K	Hold	536	–	–	0.01%	849
2018 Q1	$91K	Buy	536 +23	+4%	+$4.36K	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%	+$11.1K	0.01%	676
2016 Q4	$72K	Hold	516	–	–	0.01%	705
2016 Q3	$64K	Buy	516 +3	+0.6%	+$358	0.01%	728
2016 Q2	$56K	Sell	513 -60	-10%	-$6.73K	0.01%	773
2016 Q1	$64K	Buy	+573	New	+$57.6K	0.01%	720

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geneos Wealth Management's PH Position: Q2 2026 in Review

Geneos Wealth Management increased its Parker-Hannifin (PH) stake by 0.17% in Q2 2026, buying an estimated $1.83K and bringing the position to 1,152 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #512.

Geneos Wealth Management first reported a position in PH in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.4M in Q1 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Geneos Wealth Management held 1,152 shares of Parker-Hannifin worth $1.13M as of Q2 2026.
Geneos Wealth Management bought 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
Parker-Hannifin made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #512 holding.
Geneos Wealth Management first reported a position in Parker-Hannifin in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's Parker-Hannifin position peaked at $3.4M in Q1 2025.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.