Geneos Wealth Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-178	Closed	-$6.08K	–	2553
2025 Q3	$6.08K	Hold	178	–	–	﹤0.01%	2099
2025 Q2	$6.14K	Buy	178 +89	+100%	+$3.01K	﹤0.01%	2506
2025 Q1	$3.09K	Sell	89 -376	-81%	-$13.8K	﹤0.01%	2652
2024 Q4	$17.1K	Hold	465	–	–	﹤0.01%	1809
2024 Q3	$18.2K	Buy	465 +376	+422%	+$14.3K	﹤0.01%	1594
2024 Q2	$3.26K	Hold	89	–	–	﹤0.01%	1800
2024 Q1	$3.52K	Hold	89	–	–	﹤0.01%	1783
2023 Q4	$3.24K	Hold	89	–	–	﹤0.01%	1821
2023 Q3	$2.88K	Hold	89	–	–	﹤0.01%	1869
2023 Q2	$3.17K	Hold	89	–	–	﹤0.01%	1848
2023 Q1	$3.3K	Hold	89	–	–	﹤0.01%	1815
2022 Q4	$3.08K	Hold	89	–	–	﹤0.01%	1810
2022 Q3	$2K	Buy	+89	New	+$3.02K	﹤0.01%	1873
2020 Q4	–	Sell	-150	Closed	-$4K	–	2989
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	2280
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	2303
2020 Q1	$3K	Hold	150	–	–	﹤0.01%	2207
2019 Q4	$4K	Buy	+150	New	+$4.49K	﹤0.01%	2261

Other funds holding SZNE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Geneos Wealth Management's SZNE Position: Q4 2025 in Review

Geneos Wealth Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2025, closing a stake of 178 shares — an estimated $6.08K sold.

Geneos Wealth Management first reported a position in SZNE in Q4 2019 and held it in 17 quarters. The position peaked at $18.2K in Q3 2024. 12 funds tracked by Wall St. Rank hold SZNE as of Q4 2025.

Geneos Wealth Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 178 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2025, an estimated $6.08K.
Geneos Wealth Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2019 and held it in 17 quarters.
Geneos Wealth Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $18.2K in Q3 2024.
12 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.