Geneos Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Geneos Wealth Management’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2K	Sell	750 -14,150	-95%	-$438K	﹤0.01%	1764
2025 Q4	$433K	Buy	14,900 +2,125	+17%	+$57.3K	0.01%	706
2025 Q3	$292K	Buy	12,775 +11,940	+1,430%	+$256K	0.01%	791
2025 Q2	$16.8K	Sell	835 -665	-44%	-$12K	﹤0.01%	2114
2025 Q1	$27.2K	Buy	1,500 +750	+100%	+$13.2K	﹤0.01%	2196
2024 Q4	$12.5K	Hold	750	–	–	﹤0.01%	1958
2024 Q3	$13.7K	Hold	750	–	–	﹤0.01%	1708
2024 Q2	$13.4K	Buy	+750	New	+$13.4K	﹤0.01%	1468
2022 Q3	–	Sell	-1,000	Closed	-$36K	–	2426
2022 Q2	$36K	Hold	1,000	–	–	﹤0.01%	1422
2022 Q1	$41K	Hold	1,000	–	–	﹤0.01%	1468
2021 Q4	$35K	Hold	1,000	–	–	﹤0.01%	1635
2021 Q3	$35K	Hold	1,000	–	–	﹤0.01%	1662
2021 Q2	$52K	Hold	1,000	–	–	﹤0.01%	1465
2021 Q1	$54K	Hold	1,000	–	–	﹤0.01%	1590
2020 Q4	$50K	Hold	1,000	–	–	﹤0.01%	1464
2020 Q3	$41K	Hold	1,000	–	–	﹤0.01%	1341
2020 Q2	$35K	Hold	1,000	–	–	﹤0.01%	1375
2020 Q1	$43K	Hold	1,000	–	–	﹤0.01%	1187
2019 Q4	$35K	Hold	1,000	–	–	﹤0.01%	1438
2019 Q3	$31K	Hold	1,000	–	–	﹤0.01%	1408
2019 Q2	$29K	Hold	1,000	–	–	﹤0.01%	1457
2019 Q1	$26K	Hold	1,000	–	–	﹤0.01%	1453
2018 Q4	$23K	Buy	+1,000	New	+$21.9K	﹤0.01%	1439

Other funds holding PALL

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Geneos Wealth Management reduced its abrdn Physical Palladium Shares ETF (PALL) stake by 95% in Q1 2026, selling an estimated $438K and leaving 750 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Geneos Wealth Management first reported a position in PALL in Q4 2018 and has held it in 23 quarters since. The position peaked at $433K in Q4 2025. 123 funds tracked by Wall St. Rank hold PALL as of Q1 2026.

Geneos Wealth Management held 750 shares of abrdn Physical Palladium Shares ETF worth $20.2K as of Q1 2026.
Geneos Wealth Management sold 14,150 abrdn Physical Palladium Shares ETF shares in Q1 2026, an estimated $438K.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1764 holding.
Geneos Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2018 and has held it in 23 quarters since.
Geneos Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $433K in Q4 2025.
123 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2026.

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