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GeoWealth Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

GeoWealth Management’s Portfolio PALC Stock Details PALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Buy
17,592
+10
+0.1% +$556 0.03% 315
2026
Q1 		$911K Sell
17,582
-363
-2% -$19.6K 0.03% 313
2025
Q4 		$937K Sell
17,945
-9,802
-35% -$506K 0.03% 288
2025
Q3 		$1.44M Sell
27,747
-2,156
-7% -$109K 0.05% 232
2025
Q2 		$1.48M Sell
29,903
-445
-1% -$21K 0.06% 191
2025
Q1 		$1.46M Sell
30,348
-16,939
-36% -$844K 0.06% 203
2024
Q4 		$2.33M Sell
47,287
-1,280
-3% -$65K 0.08% 170
2024
Q3 		$2.41M Buy
48,567
+21,506
+79% +$1.04M 0.08% 164
2024
Q2 		$1.32M Sell
27,061
-20,521
-43% -$953K 0.06% 218
2024
Q1 		$2.22M Sell
47,582
-9,881
-17% -$430K 0.09% 167
2023
Q4 		$2.35M Sell
57,463
-42,766
-43% -$1.63M 0.19% 109
2023
Q3 		$3.7M Sell
100,229
-77,502
-44% -$2.98M 0.42% 69
2023
Q2 		$6.79M Sell
177,731
-235,785
-57% -$8.39M 0.73% 28
2023
Q1 		$14.3M Buy
413,516
+88,605
+27% +$3.03M 1.67% 11
2022
Q4 		$11.4M Buy
324,911
+83,591
+35% +$2.92M 1.21% 13
2022
Q3 		$7.7M Buy
+241,320
New +$8.61M 0.84% 20

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's PALC Position: Q2 2026 in Review

GeoWealth Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.06% in Q2 2026, buying an estimated $556 and bringing the position to 17,592 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #315.

GeoWealth Management first reported a position in PALC in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.3M in Q1 2023. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • GeoWealth Management held 17,592 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $1.05M as of Q2 2026.
  • GeoWealth Management bought 10 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $556.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #315 holding.
  • GeoWealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2022 and has held it in 16 quarters since.
  • GeoWealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $14.3M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.