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
Q2 		$17K Hold
2,500
– – ﹤0.01% 1853
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 Hold
2,500
– – ﹤0.01% 2075
2025
Q1 		$20.9K Buy
+2,500
New +$24.7K ﹤0.01% 1929

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Geneos Wealth Management held its Proficient Auto Logistics (PAL) position steady in Q2 2026 at 2,500 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Geneos Wealth Management first reported a position in PAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.1K in Q4 2025. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Geneos Wealth Management held 2,500 shares of Proficient Auto Logistics worth $17K as of Q2 2026.
  • Geneos Wealth Management left its Proficient Auto Logistics share count unchanged in Q2 2026.
  • Proficient Auto Logistics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1853 holding.
  • Geneos Wealth Management first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 6 quarters since.
  • Geneos Wealth Management's Proficient Auto Logistics position peaked at $24.1K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

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