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 Q2	$13.2M	Sell	221,744 -897	-0.4%	-$49.9K	0.27%	83
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	Buy	298,698 +49,924	+20%	+$2.36M	0.36%	66
2025 Q1	$11.9M	Sell	248,774 -1,815	-0.7%	-$90.4K	0.4%	51
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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

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

Geneos Wealth Management reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.4% in Q2 2026, selling an estimated $49.9K and leaving 221,744 shares worth $13.2M. The position accounts for 0.27% of the portfolio, ranked #83.

Geneos Wealth Management first reported a position in PALC in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.8M in Q2 2025. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Geneos Wealth Management held 221,744 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $13.2M as of Q2 2026.
Geneos Wealth Management sold 897 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $49.9K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.27% of Geneos Wealth Management's portfolio in Q2 2026, its #83 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 24 quarters since.
Geneos Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $14.8M in Q2 2025.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

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