GWM
PAL

Geneos Wealth Management’s Proficient Auto Logistics PAL Stock Holding History

Geneos Wealth Management’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.9K Hold
2,500
– – ﹤0.01% 1833
2025
Q4 		$24.1K Hold
2,500
– – ﹤0.01% 1667
2025
Q3 		$17.2K Hold
2,500
– – ﹤0.01% 1780
2025
Q2 		$18.1K Sell
2,500
-2,500
-50% -$19.5K ﹤0.01% 2075
2025
Q1 		$41.9K Buy
+5,000
New +$49.5K ﹤0.01% 2014

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management held its Proficient Auto Logistics (PAL) position steady in Q1 2026 at 2,500 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Geneos Wealth Management first reported a position in PAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $41.9K in Q1 2025. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Geneos Wealth Management held 2,500 shares of Proficient Auto Logistics worth $16.9K as of Q1 2026.
  • Geneos Wealth Management left its Proficient Auto Logistics share count unchanged in Q1 2026.
  • Proficient Auto Logistics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1833 holding.
  • Geneos Wealth Management first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Proficient Auto Logistics position peaked at $41.9K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

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