Geneos Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Hold |
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2025
Q2 | $124K | Sell |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $58.4K | Sell |
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|
2024
Q1 | $74.4K | Hold |
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|
2023
Q4 | $74.7K | Sell |
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|
2023
Q3 | $75K | Sell |
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|
2023
Q2 | $87.6K | Sell |
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|
2023
Q1 | $97K | Sell |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $852K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $5.01M | Sell |
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|
2020
Q4 | $4.97M | Buy |
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|
2020
Q3 | $4.11M | Buy |
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|
2020
Q2 | $3.78M | Buy |
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|
2020
Q1 | $3.43M | Buy |
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|
2019
Q4 | $525K | Buy |
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