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 Q3	$1.85K	Sell	85 -665	-89%	-$15.7K	﹤0.01%	2943
2026 Q2	$16.6K	Hold	750	–	–	﹤0.01%	1856
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	Buy	835 +85	+11%	+$1.54K	﹤0.01%	2114
2025 Q1	$13.6K	Hold	750	–	–	﹤0.01%	2120
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

Titiun Yejiel $124M AUM 49.09% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geneos Wealth Management's PALL Position: Q3 2026 in Review

Geneos Wealth Management reduced its abrdn Physical Palladium Shares ETF (PALL) stake by 89% in Q3 2026, selling an estimated $15.7K and leaving 85 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Geneos Wealth Management first reported a position in PALL in Q4 2018 and has held it in 25 quarters since. The position peaked at $433K in Q4 2025. 54 funds tracked by Wall St. Rank hold PALL as of Q3 2026.

Geneos Wealth Management held 85 shares of abrdn Physical Palladium Shares ETF worth $1.85K as of Q3 2026.
Geneos Wealth Management sold 665 abrdn Physical Palladium Shares ETF shares in Q3 2026, an estimated $15.7K.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2943 holding.
Geneos Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2018 and has held it in 25 quarters since.
Geneos Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $433K in Q4 2025.
54 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.