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Geneos Wealth Management’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Geneos Wealth Management’s Portfolio BUL Stock Details BUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.41K Hold
100
– – ﹤0.01% 2148
2025
Q4 		$5.51K Hold
100
– – ﹤0.01% 2114
2025
Q3 		$5.23K Hold
100
– – ﹤0.01% 2131
2025
Q2 		$4.93K Sell
100
-100
-50% -$4.58K ﹤0.01% 2584
2025
Q1 		$8.79K Sell
200
-347
-63% -$16.3K ﹤0.01% 2599
2024
Q4 		$25.4K Sell
547
-22
-4% -$1.05K ﹤0.01% 1612
2024
Q3 		$26.2K Buy
569
+377
+196% +$16.5K ﹤0.01% 1451
2024
Q2 		$8.15K Hold
192
– – ﹤0.01% 1598
2024
Q1 		$8.16K Sell
192
-62
-24% -$2.39K ﹤0.01% 1592
2023
Q4 		$9.27K Hold
254
– – ﹤0.01% 1566
2023
Q3 		$9.09K Hold
254
– – ﹤0.01% 1602
2023
Q2 		$8.75K Hold
254
– – ﹤0.01% 1612
2023
Q1 		$8.8K Hold
254
– – ﹤0.01% 1586
2022
Q4 		$9.14K Hold
254
– – ﹤0.01% 1548
2022
Q3 		$7K Buy
+254
New +$8.88K ﹤0.01% 1604

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BWM
BNB Wealth Management Silver Spring, Maryland $156M AUM
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Geneos Wealth Management held its Pacer US Cash Cows Growth ETF (BUL) position steady in Q1 2026 at 100 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Geneos Wealth Management first reported a position in BUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $26.2K in Q3 2024. 51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

  • Geneos Wealth Management held 100 shares of Pacer US Cash Cows Growth ETF worth $5.41K as of Q1 2026.
  • Geneos Wealth Management left its Pacer US Cash Cows Growth ETF share count unchanged in Q1 2026.
  • Pacer US Cash Cows Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2148 holding.
  • Geneos Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Geneos Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $26.2K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

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