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 Q2	$14.4M	Sell	281,027 -4,549	-2%	-$213K	0.29%	77
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	Buy	419,791 +84,427	+25%	+$2.91M	0.39%	58
2025 Q1	$11.7M	Sell	335,364 -6,019	-2%	-$221K	0.39%	55
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 $273M AUM 15.42% 1-Year Est. Return

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

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geneos Wealth Management reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 1.6% in Q2 2026, selling an estimated $213K and leaving 281,027 shares worth $14.4M. The position accounts for 0.29% of the portfolio, ranked #77.

Geneos Wealth Management first reported a position in ALTL in Q3 2020 and has held it in 24 quarters since. The position peaked at $33M in Q4 2021. 38 funds tracked by Wall St. Rank hold ALTL as of Q2 2026.

Geneos Wealth Management held 281,027 shares of Pacer Lunt Large Cap Alternator ETF worth $14.4M as of Q2 2026.
Geneos Wealth Management sold 4,549 Pacer Lunt Large Cap Alternator ETF shares in Q2 2026, an estimated $213K.
Pacer Lunt Large Cap Alternator ETF made up 0.29% of Geneos Wealth Management's portfolio in Q2 2026, its #77 holding.
Geneos Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2020 and has held it in 24 quarters since.
Geneos Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $33M in Q4 2021.
38 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2026.

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