Geneos Wealth Management’s Pacer US Export Leaders ETF PEXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.9K	Hold	419	–	–	﹤0.01%	1914
2026 Q2	$31.8K	Hold	419	–	–	﹤0.01%	1649
2026 Q1	$24.6K	Hold	419	–	–	﹤0.01%	1698
2025 Q4	$25.6K	Hold	419	–	–	﹤0.01%	1645
2025 Q3	$24K	Hold	419	–	–	﹤0.01%	1659
2025 Q2	$21.8K	Hold	419	–	–	﹤0.01%	1985
2025 Q1	$19.1K	Hold	419	–	–	﹤0.01%	1970
2024 Q4	$20.2K	Hold	419	–	–	﹤0.01%	1720
2024 Q3	$21.1K	Hold	419	–	–	﹤0.01%	1544
2024 Q2	$20.5K	Hold	419	–	–	﹤0.01%	1348
2024 Q1	$20.7K	Hold	419	–	–	﹤0.01%	1347
2023 Q4	$19.1K	Hold	419	–	–	﹤0.01%	1374
2023 Q3	$17.5K	Buy	+419	New	+$18.2K	﹤0.01%	1426

Other funds holding PEXL

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

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.07B AUM 40.45% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Willner & Heller Encino, California $158M AUM 34.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Geneos Wealth Management held its Pacer US Export Leaders ETF (PEXL) position steady in Q3 2026 at 419 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Geneos Wealth Management first reported a position in PEXL in Q3 2023 and has held it in 13 quarters since. The position peaked at $31.8K in Q2 2026. 17 funds tracked by Wall St. Rank hold PEXL as of Q3 2026.

Geneos Wealth Management held 419 shares of Pacer US Export Leaders ETF worth $30.9K as of Q3 2026.
Geneos Wealth Management left its Pacer US Export Leaders ETF share count unchanged in Q3 2026.
Pacer US Export Leaders ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1914 holding.
Geneos Wealth Management first reported a position in Pacer US Export Leaders ETF in Q3 2023 and has held it in 13 quarters since.
Geneos Wealth Management's Pacer US Export Leaders ETF position peaked at $31.8K in Q2 2026.
17 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q3 2026.

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