Geneos Wealth Management’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
4,461
-4,043
| -48% | -$161K | ﹤0.01% | 1040 |
|
|
2025
Q1 | $319K | Buy |
8,504
+4,499
| +112% | +$169K | ﹤0.01% | 1060 |
|
|
2024
Q4 | $152K | Buy |
4,005
+730
| +22% | +$27.7K | 0.01% | 934 |
|
|
2024
Q3 | $131K | Buy |
3,275
+1,475
| +82% | +$59.1K | 0.01% | 881 |
|
|
2024
Q2 | $66.9K | Hold |
1,800
| – | – | ﹤0.01% | 977 |
|
|
2024
Q1 | $70.7K | Hold |
1,800
| – | – | ﹤0.01% | 956 |
|
|
2023
Q4 | $67.9K | Hold |
1,800
| – | – | ﹤0.01% | 965 |
|
|
2023
Q3 | $62.2K | Hold |
1,800
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q2 | $61.2K | Hold |
1,800
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q1 | $60.4K | Sell |
1,800
-120
| -6% | -$4.03K | ﹤0.01% | 1011 |
|
|
2022
Q4 | $61.7K | Buy |
+1,920
| New | +$61.7K | ﹤0.01% | 974 |
|