Geneos Wealth Management Inc.

Position in PCAR — Paccar Inc

CIK 1764754 ENGLEWOOD, CO

Position in PCAR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$258,498

+$34,775 QoQ

Shares Held

2,152

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#758

of 1,090 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $20,105,717 across 6 Farm & Heavy Construction Machinery names. PCAR ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	16,196	$17,247,120
2	DE	Deere & Co	3,940	$2,499,260
3	PCAR	Paccar Inc This page	2,152	$258,498
4	OSK	Oshkosh Corp	541	$83,032
5	BLBD	Blue Bird Corp	120	$9,475
6	CNH	CNH Industrial N.V.	742	$8,332

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,498	2,152	+11.1%	Shares	Sole	2026-08-06
2026-03-31	$223,723	1,937	-10.4%	Shares	Sole	2026-05-05
2025-12-31	$236,870	2,163	+11.0%	Shares	Sole	2026-01-28
2025-09-30	$191,625	1,949	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$184,416	1,940	+4.7%	Shares	Sole	2025-08-18
2025-03-31	$180,426	1,853	+88.3%	Shares	Sole	2025-05-08
2024-12-31	$102,355	984	-13.2%	Shares	Sole	2025-01-21
2024-09-30	$111,804	1,133	-2.8%	Shares	Sole	2024-11-14
2024-06-30	$120,028	1,166	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$144,207	1,164	+16.5%	Shares	Sole	2024-05-03
2023-12-31	$97,552	999	-20.4%	Shares	Sole	2024-01-26
2023-09-30	$106,700	1,255	+0.3%	Shares	Sole	2023-10-11
2023-06-30	$104,646	1,251	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$91,353	1,248	+54.3%	Shares	Sole	2023-04-25
2022-12-31	$80,066	809	+0.2%	Shares	Sole	2023-01-31
2022-09-30	$67,537	807	-32.6%	Shares	Sole	2022-11-14
2022-06-30	$98,643	1,198	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$105,243	1,195	+10.9%	Shares	Sole	2022-05-16
2021-12-31	$95,144	1,078	-21.3%	Shares	Sole	2022-02-09
2021-09-30	$108,120	1,370	+0.3%	Shares	Sole	2021-11-09
2021-06-30	$121,915	1,366	-0.7%	Shares	Sole	2021-07-08
2021-03-31	$127,765	1,375	+0.9%	Shares	Sole	2021-06-17
2020-12-31	$117,599	1,363	+28.8%	Shares	Sole	2021-05-19
2020-09-30	$90,226	1,058	+0.3%	Shares	Sole	2021-09-07
2020-06-30	$78,966	1,055	+0.3%	Shares	Sole	2021-09-07
2020-03-31	$64,308	1,052	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.