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GeoWealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

GeoWealth Management’s Portfolio ALTL Stock Details ALTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$875K Sell
19,938
-182
-0.9% -$8.12K 0.03% 326
2025
Q4 		$864K Sell
20,120
-3,284
-14% -$142K 0.03% 311
2025
Q3 		$994K Sell
23,404
-1,048
-4% -$42.2K 0.04% 301
2025
Q2 		$921K Buy
24,452
+1,521
+7% +$52.4K 0.04% 274
2025
Q1 		$798K Buy
22,931
+3,869
+20% +$142K 0.03% 320
2024
Q4 		$709K Sell
19,062
-275
-1% -$10.6K 0.02% 391
2024
Q3 		$738K Buy
19,337
+5,502
+40% +$201K 0.03% 376
2024
Q2 		$478K Buy
13,835
+1,961
+17% +$67.7K 0.02% 444
2024
Q1 		$416K Sell
11,874
-1,585
-12% -$53.8K 0.02% 486
2023
Q4 		$452K Sell
13,459
-8,276
-38% -$273K 0.04% 347
2023
Q3 		$749K Buy
21,735
+2,777
+15% +$103K 0.08% 169
2023
Q2 		$712K Buy
18,958
+10,547
+125% +$381K 0.08% 142
2023
Q1 		$319K Buy
8,411
+300
+4% +$11.7K 0.04% 172
2022
Q4 		$328K Buy
+8,111
New +$319K 0.03% 181

Other funds holding ALTL

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GeoWealth Management's ALTL Position: Q1 2026 in Review

GeoWealth Management reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 0.9% in Q1 2026, selling an estimated $8.12K and leaving 19,938 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #326.

GeoWealth Management first reported a position in ALTL in Q4 2022 and has held it in 14 quarters since. The position peaked at $994K in Q3 2025. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

  • GeoWealth Management held 19,938 shares of Pacer Lunt Large Cap Alternator ETF worth $875K as of Q1 2026.
  • GeoWealth Management sold 182 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $8.12K.
  • Pacer Lunt Large Cap Alternator ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #326 holding.
  • GeoWealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and has held it in 14 quarters since.
  • GeoWealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $994K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.