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Geneos Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Geneos Wealth Management’s Portfolio ALTL Stock Details ALTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Sell
285,576
-28,334
-9% -$1.26M 0.29% 72
2025
Q4 		$13.5M Sell
313,910
-31,836
-9% -$1.38M 0.33% 66
2025
Q3 		$14.7M Sell
345,746
-74,045
-18% -$2.98M 0.37% 60
2025
Q2 		$15.8M Sell
419,791
-407,504
-49% -$14M 0.39% 58
2025
Q1 		$28.8M Buy
827,295
+485,912
+142% +$17.8M 0.41% 53
2024
Q4 		$12.7M Sell
341,383
-5,100
-1% -$196K 0.44% 43
2024
Q3 		$13.2M Buy
346,483
+6,018
+2% +$220K 0.5% 36
2024
Q2 		$11.8M Sell
340,465
-1,628
-0.5% -$56.2K 0.52% 42
2024
Q1 		$12M Sell
342,093
-47,784
-12% -$1.62M 0.55% 36
2023
Q4 		$13.1M Sell
389,877
-3,673
-0.9% -$121K 0.65% 31
2023
Q3 		$13.6M Sell
393,550
-103,396
-21% -$3.83M 0.7% 27
2023
Q2 		$18.7M Buy
496,946
+35,758
+8% +$1.29M 0.98% 13
2023
Q1 		$17.5M Buy
461,188
+54,060
+13% +$2.11M 1.06% 12
2022
Q4 		$16.5M Buy
407,128
+45,023
+12% +$1.77M 1% 16
2022
Q3 		$13M Sell
362,105
-237,069
-40% -$9.77M 0.89% 15
2022
Q2 		$24.9M Sell
599,174
-114,226
-16% -$4.88M 1.23% 10
2022
Q1 		$32M Sell
713,400
-6,047
-0.8% -$267K 1.37% 8
2021
Q4 		$33M Sell
719,447
-11,025
-2% -$485K 1.26% 9
2021
Q3 		$30.1M Buy
730,472
+27,377
+4% +$1.17M 1.15% 12
2021
Q2 		$29.3M Buy
703,095
+8,517
+1% +$348K 1.14% 13
2021
Q1 		$28.3M Sell
694,578
-9,855
-1% -$358K 0.79% 25
2020
Q4 		$27.6M Sell
704,433
-48,983
-7% -$1.39M 1.11% 14
2020
Q3 		$18.6M Buy
+753,416
New +$18.8M 0.97% 16
2020
Q2 		– Hold
0
– – – 82

Other funds holding ALTL

LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Geneos Wealth Management's ALTL Position: Q1 2026 in Review

Geneos Wealth Management reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 9% in Q1 2026, selling an estimated $1.26M and leaving 285,576 shares worth $12.5M. The position accounts for 0.29% of the portfolio, ranked #72.

Geneos Wealth Management first reported a position in ALTL in Q3 2020 and has held it in 23 quarters since. The position peaked at $33M in Q4 2021. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

  • Geneos Wealth Management held 285,576 shares of Pacer Lunt Large Cap Alternator ETF worth $12.5M as of Q1 2026.
  • Geneos Wealth Management sold 28,334 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $1.26M.
  • Pacer Lunt Large Cap Alternator ETF made up 0.29% of Geneos Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Geneos Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $33M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.