Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,126,794
+$97,268 QoQ
Shares Held
1,152
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#972
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $30,277,203 across 22 Specialty Industrial Machinery names. PH ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,023 | $7,630,678 | |
| 2 | EMR |
Emerson Electric Co
|
46,386 | $6,640,155 | |
| 3 | CMI |
Cummins Inc
|
7,915 | $5,645,057 | |
| 4 | GEV |
GE Vernova Inc.
|
4,460 | $5,239,875 | |
| 5 | ETN |
Eaton Corp plc
|
4,981 | $2,122,503 | |
| 6 | PH |
Parker-Hannifin Corp
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|
1,152 | $1,126,794 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,092 | $1,106,763 | |
| 8 | SMR |
NUSCALE POWER Corp
|
21,820 | $218,854 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,794 | 1,152 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,029,526 | 1,150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $572,202 | 651 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $482,183 | 636 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,587,622 | 2,273 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,062,435 | 3,393 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,154,394 | 1,815 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,142,330 | 1,808 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $293,875 | 581 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $317,911 | 572 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $263,520 | 572 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $236,828 | 608 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $233,243 | 598 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $190,910 | 568 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $178,092 | 612 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $148,293 | 612 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $228,826 | 930 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $263,329 | 928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $294,897 | 927 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $272,070 | 973 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $276,399 | 900 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $304,705 | 966 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $259,334 | 952 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $178,666 | 883 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $161,644 | 882 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $114,292 | 881 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||