Geneos Wealth Management
PSFF icon

Geneos Wealth Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Geneos Wealth Management’s Portfolio PSFF Stock Details PSFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
35,980
+372
+1% +$12.5K 0.03% 491
2026
Q1 		$1.14M Buy
35,608
+2,284
+7% +$73.9K 0.03% 475
2025
Q4 		$1.08M Buy
33,324
+20,726
+165% +$661K 0.03% 485
2025
Q3 		$398K Buy
12,598
+11,148
+769% +$346K 0.01% 719
2025
Q2 		$44.2K Buy
+1,450
New +$42K ﹤0.01% 1638

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Maripau Wealth Management
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Financial Strategies Group
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Geneos Wealth Management increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 1% in Q2 2026, buying an estimated $12.5K and bringing the position to 35,980 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #491.

Geneos Wealth Management first reported a position in PSFF in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Geneos Wealth Management held 35,980 shares of Pacer Swan SOS Fund of Funds ETF worth $1.23M as of Q2 2026.
  • Geneos Wealth Management bought 372 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $12.5K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Geneos Wealth Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

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