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Geneos Wealth Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Geneos Wealth Management’s Portfolio TRND Stock Details TRND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.2K Hold
1,065
– – ﹤0.01% 1562
2025
Q4 		$35.8K Hold
1,065
– – ﹤0.01% 1521
2025
Q3 		$35.8K Hold
1,065
– – ﹤0.01% 1506
2025
Q2 		$34K Sell
1,065
-1,065
-50% -$33.1K ﹤0.01% 1768
2025
Q1 		$68.5K Buy
2,130
+1,065
+100% +$35.1K ﹤0.01% 1754
2024
Q4 		$34.6K Sell
1,065
-40
-4% -$1.34K ﹤0.01% 1469
2024
Q3 		$37.1K Hold
1,105
– – ﹤0.01% 1308
2024
Q2 		$35.3K Sell
1,105
-100
-8% -$3.13K ﹤0.01% 1186
2024
Q1 		$38.1K Hold
1,205
– – ﹤0.01% 1163
2023
Q4 		$35.7K Hold
1,205
– – ﹤0.01% 1170
2023
Q3 		$34K Hold
1,205
– – ﹤0.01% 1192
2023
Q2 		$35.1K Sell
1,205
-28,160
-96% -$788K ﹤0.01% 1190
2023
Q1 		$806K Buy
29,365
+372
+1% +$10.1K 0.05% 341
2022
Q4 		$757K Buy
28,993
+265
+0.9% +$7.08K 0.05% 332
2022
Q3 		$760K Sell
28,728
-3,659
-11% -$99.9K 0.05% 307
2022
Q2 		$885K Buy
32,387
+157
+0.5% +$4.36K 0.04% 351
2022
Q1 		$922K Buy
32,230
+417
+1% +$12.3K 0.04% 376
2021
Q4 		$998K Sell
31,813
-4,309
-12% -$134K 0.04% 395
2021
Q3 		$1.09M Buy
36,122
+71
+0.2% +$2.18K 0.04% 359
2021
Q2 		$1.1M Buy
36,051
+472
+1% +$14.1K 0.04% 341
2021
Q1 		$1.06M Sell
35,579
-3,604
-9% -$103K 0.03% 410
2020
Q4 		$1.14M Buy
39,183
+7,502
+24% +$201K 0.05% 318
2020
Q3 		$782K Buy
31,681
+1,281
+4% +$32.2K 0.04% 340
2020
Q2 		$729K Buy
30,400
+24,525
+417% +$587K 0.04% 337
2020
Q1 		$137K Buy
5,875
+3,010
+105% +$78.2K 0.01% 740
2019
Q4 		$77K Buy
+2,865
New +$74.5K ﹤0.01% 1061

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Geneos Wealth Management's TRND Position: Q1 2026 in Review

Geneos Wealth Management held its Pacer Trendpilot Fund of Funds ETF (TRND) position steady in Q1 2026 at 1,065 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Geneos Wealth Management first reported a position in TRND in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q4 2020. 23 funds tracked by Wall St. Rank hold TRND as of Q1 2026.

  • Geneos Wealth Management held 1,065 shares of Pacer Trendpilot Fund of Funds ETF worth $35.2K as of Q1 2026.
  • Geneos Wealth Management left its Pacer Trendpilot Fund of Funds ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot Fund of Funds ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1562 holding.
  • Geneos Wealth Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q4 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's Pacer Trendpilot Fund of Funds ETF position peaked at $1.14M in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.