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 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management held its abrdn Physical Palladium Shares ETF (PALL) position steady in Q2 2026 at 750 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Geneos Wealth Management first reported a position in PALL in Q4 2018 and has held it in 24 quarters since. The position peaked at $433K in Q4 2025. 111 funds tracked by Wall St. Rank hold PALL as of Q2 2026.

Geneos Wealth Management held 750 shares of abrdn Physical Palladium Shares ETF worth $16.6K as of Q2 2026.
Geneos Wealth Management left its abrdn Physical Palladium Shares ETF share count unchanged in Q2 2026.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1856 holding.
Geneos Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2018 and has held it in 24 quarters since.
Geneos Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $433K in Q4 2025.
111 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2026.

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