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 Q2	$5.9K	Hold	100	–	–	﹤0.01%	2145
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	Hold	100	–	–	﹤0.01%	2584
2025 Q1	$4.39K	Sell	100 -447	-82%	-$20.9K	﹤0.01%	2557
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 Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Geneos Wealth Management held its Pacer US Cash Cows Growth ETF (BUL) position steady in Q2 2026 at 100 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Geneos Wealth Management first reported a position in BUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $26.2K in Q3 2024. 52 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

Geneos Wealth Management held 100 shares of Pacer US Cash Cows Growth ETF worth $5.9K as of Q2 2026.
Geneos Wealth Management left its Pacer US Cash Cows Growth ETF share count unchanged in Q2 2026.
Pacer US Cash Cows Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2145 holding.
Geneos Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q3 2022 and has held it in 16 quarters since.
Geneos Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $26.2K in Q3 2024.
52 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

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