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Geneos Wealth Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Geneos Wealth Management’s Portfolio PALC Stock Details PALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Sell
222,641
-19,102
-8% -$1.03M 0.27% 81
2025
Q4 		$12.6M Sell
241,743
-5,626
-2% -$291K 0.31% 73
2025
Q3 		$12.8M Sell
247,369
-51,329
-17% -$2.59M 0.32% 69
2025
Q2 		$14.8M Sell
298,698
-317,953
-52% -$15M 0.36% 66
2025
Q1 		$29.6M Buy
616,651
+366,062
+146% +$18.2M 0.43% 50
2024
Q4 		$12.3M Buy
250,589
+1,276
+0.5% +$64.8K 0.43% 44
2024
Q3 		$12.4M Sell
249,313
-1,779
-0.7% -$86.3K 0.47% 42
2024
Q2 		$12.2M Sell
251,092
-9,064
-3% -$421K 0.54% 36
2024
Q1 		$12.1M Sell
260,156
-34,557
-12% -$1.5M 0.56% 35
2023
Q4 		$12.1M Sell
294,713
-78,483
-21% -$2.99M 0.6% 35
2023
Q3 		$13.8M Buy
373,196
+265,511
+247% +$10.2M 0.71% 26
2023
Q2 		$4.11M Sell
107,685
-908
-0.8% -$32.3K 0.22% 130
2023
Q1 		$3.76M Buy
108,593
+9,677
+10% +$331K 0.23% 110
2022
Q4 		$3.48M Buy
98,916
+28,183
+40% +$985K 0.21% 123
2022
Q3 		$2.26M Sell
70,733
-92,039
-57% -$3.29M 0.16% 144
2022
Q2 		$5.73M Sell
162,772
-1,122
-0.7% -$41.4K 0.28% 76
2022
Q1 		$6.46M Buy
163,894
+4,967
+3% +$195K 0.28% 76
2021
Q4 		$6.67M Sell
158,927
-6,364
-4% -$262K 0.25% 90
2021
Q3 		$6.4M Sell
165,291
-2,164
-1% -$85.8K 0.25% 94
2021
Q2 		$6.58M Sell
167,455
-4,728
-3% -$180K 0.26% 86
2021
Q1 		$6.48M Sell
172,183
-3,072
-2% -$104K 0.18% 135
2020
Q4 		$6.36M Buy
175,255
+439
+0.3% +$12.7K 0.26% 85
2020
Q3 		$4.77M Buy
+174,816
New +$4.72M 0.25% 94
2020
Q2 		– Hold
0
– – – 166

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Geneos Wealth Management reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 7.9% in Q1 2026, selling an estimated $1.03M and leaving 222,641 shares worth $11.5M. The position accounts for 0.27% of the portfolio, ranked #81.

Geneos Wealth Management first reported a position in PALC in Q3 2020 and has held it in 23 quarters since. The position peaked at $29.6M in Q1 2025. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

  • Geneos Wealth Management held 222,641 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $11.5M as of Q1 2026.
  • Geneos Wealth Management sold 19,102 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2026, an estimated $1.03M.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.27% of Geneos Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Geneos Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $29.6M in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

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