Parker-Hannifin Corporation
US ˙ NYSE ˙ US7010941042

SecurityPH / Parker-Hannifin Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership1,150 shares
Latest Disclosed Value $ 1,029,526
Geneos Wealth Management Inc. reports 76.65% increase in ownership of PH / Parker-Hannifin Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,150 shares of Parker-Hannifin Corporation (US:PH) valued at $1,029,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 651 shares of Parker-Hannifin Corporation. This represents a change in shares of 76.65% during the quarter. The current value of the position is $1,014,691 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F PARKER HANNIFIN COM 701094104 1,150 499 76.65 1,030 79.90 0.0239
2026-01-28 2025-12-31 13F PARKER HANNIFIN COM 701094104 651 15 2.36 572 18.67 0.0140
2025-10-22 2025-09-30 13F PARKER HANNIFIN COM 701094104 636 -1,637 -72.02 482 -69.63 0.0122
2025-08-18 2025-06-30 13F PARKER HANNIFIN COM 701094104 2,273 79 3.60 1,588 19.05 0.0388
2025-05-21 2025-03-31 13F/A-1 PARKER HANNIFIN COM 701094104 2,194 379 20.88 1,334 15.51 0.0447
2025-05-08 2025-03-31 13F PARKER HANNIFIN COM 701094104 3,393 1,578 2,062 0.0521
2025-01-21 2024-12-31 13F PARKER HANNIFIN COM 701094104 1,815 7 0.39 1,154 1.05 0.0404
2024-11-14 2024-09-30 13F PARKER HANNIFIN COM 701094104 1,808 1,227 211.19 1,142 289.76 0.0436
2024-07-23 2024-06-30 13F PARKER HANNIFIN COM 701094104 581 9 1.57 294 -7.57 0.0130
2024-05-03 2024-03-31 13F PARKER HANNIFIN COM 701094104 572 0 0.00 318 20.53 0.0146
2024-01-26 2023-12-31 13F PARKER HANNIFIN COM 701094104 572 -36 -5.92 264 11.44 0.0130
2023-10-11 2023-09-30 13F PARKER HANNIFIN COM 701094104 608 10 1.67 237 1.29 0.0122
2023-08-08 2023-06-30 13F PARKER HANNIFIN COM 701094104 598 30 5.28 233 22.63 0.0122
2023-04-25 2023-03-31 13F PARKER HANNIFIN COM 701094104 568 -44 -7.19 191 6.74 0.0116
2023-01-31 2022-12-31 13F PARKER HANNIFIN COM 701094104 612 0 0.00 178 20.27 0.0108
2022-11-14 2022-09-30 13F PARKER HANNIFIN COM 701094104 612 -318 -34.19 148 -35.93 0.0102
2022-07-22 2022-06-30 13F PARKER HANNIFIN COM 701094104 930 2 0.22 231 -12.17 0.0114
2022-05-16 2022-03-31 13F PARKER HANNIFIN COM 701094104 928 1 0.11 263 -10.54 0.0113
2022-02-09 2021-12-31 13F PARKER HANNIFIN COM 701094104 927 -46 -4.73 294 3.52 0.0112
2021-11-09 2021-09-30 13F PARKER HANNIFIN COM 701094104 973 73 8.11 284 2.53 0.0109
2021-07-08 2021-06-30 13F PARKER HANNIFIN COM 701094104 900 -66 -6.83 277 -8.58 0.0108
2021-06-17 2021-03-31 13F PARKER HANNIFIN COM 701094104 966 14 1.47 303 8.21 0.0085
2021-05-19 2020-12-31 13F PARKER HANNIFIN COM 701094104 952 69 7.81 280 59.09 0.0112
2021-09-07 2020-09-30 13F PARKER HANNIFIN COM 701094104 883 1 0.11 176 15.79 0.0091
2021-09-07 2020-06-30 13F PARKER HANNIFIN COM 701094104 882 1 0.11 152 43.40 0.0085
2021-09-07 2020-03-31 13F PARKER HANNIFIN COM 701094104 881 2 0.23 106 -41.76 0.0071
2021-09-07 2019-12-31 13F PARKER HANNIFIN COM 701094104 879 1 0.11 182 15.19 0.0097
2021-09-07 2019-09-30 13F PARKER HANNIFIN COM 701094104 878 2 0.23 158 6.04 0.0094
2021-09-07 2019-06-30 13F PARKER HANNIFIN COM 701094104 876 1 0.11 149 -0.67 0.0092
2021-09-07 2019-03-31 13F PARKER HANNIFIN COM 701094104 875 38 4.54 150 20.97 0.0099
2021-09-07 2018-12-31 13F PARKER HANNIFIN COM 701094104 837 324 63.16 124 -16.78 0.0092
2021-09-07 2018-09-30 13F PARKER HANNIFIN COM 701094104 513 -23 -4.29 149 79.52 0.0099
2021-09-07 2018-06-30 13F PARKER HANNIFIN COM 701094104 536 0 0.00 83 -8.79 0.0065
2021-09-07 2018-03-31 13F PARKER HANNIFIN COM 701094104 536 23 4.48 91 -10.78 0.0079
2021-09-07 2017-12-31 13F PARKER HANNIFIN COM 701094104 513 0 0.00 102 14.61 0.0091
2021-09-07 2017-09-30 13F PARKER HANNIFIN COM 701094104 513 0 0.00 89 9.88 0.0088
2021-09-07 2017-06-30 13F PARKER HANNIFIN COM 701094104 513 -76 -12.90 81 -13.83 0.0083
2021-09-07 2017-03-31 13F PARKER HANNIFIN COM 701094104 589 73 14.15 94 30.56 0.0098
2021-09-07 2016-12-31 13F PARKER HANNIFIN COM 701094104 516 0 0.00 72 12.50 0.0095
2021-09-07 2016-09-30 13F PARKER HANNIFIN COM 701094104 516 3 0.58 64 14.29 0.0086
2021-09-07 2016-06-30 13F PARKER HANNIFIN COM 701094104 513 -60 -10.47 56 -12.50 0.0081
2021-09-07 2016-03-31 13F PARKER HANNIFIN COM 701094104 573 573 64 0.0098
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.