GeoWealth Management’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

GeoWealth Management’s Portfolio PAMC Stock Details PAMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$841K	Sell	17,571 -112	-0.6%	-$5.51K	0.03%	342
2025 Q4	$824K	Sell	17,683 -2,647	-13%	-$123K	0.03%	326
2025 Q3	$956K	Sell	20,330 -1,478	-7%	-$67.3K	0.03%	309
2025 Q2	$956K	Buy	21,808 +1,199	+6%	+$50.2K	0.04%	268
2025 Q1	$874K	Buy	20,609 +3,060	+17%	+$140K	0.04%	301
2024 Q4	$814K	Sell	17,549 -530	-3%	-$25.3K	0.03%	346
2024 Q3	$836K	Buy	18,079 +4,307	+31%	+$194K	0.03%	346
2024 Q2	$606K	Buy	13,772 +1,354	+11%	+$60K	0.03%	380
2024 Q1	$568K	Sell	12,418 -1,768	-12%	-$72K	0.02%	407
2023 Q4	$527K	Sell	14,186 -10,335	-42%	-$359K	0.04%	325
2023 Q3	$846K	Buy	24,521 +2,942	+14%	+$104K	0.1%	155
2023 Q2	$766K	Buy	21,579 +11,037	+105%	+$370K	0.08%	136
2023 Q1	$351K	Buy	10,542 +330	+3%	+$11.1K	0.04%	165
2022 Q4	$320K	Buy	+10,212	New	+$317K	0.03%	185

Other funds holding PAMC

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's PAMC Position: Q1 2026 in Review

GeoWealth Management reduced its Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) stake by 0.63% in Q1 2026, selling an estimated $5.51K and leaving 17,571 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #342.

GeoWealth Management first reported a position in PAMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $956K in Q3 2025. 27 funds tracked by Wall St. Rank hold PAMC as of Q1 2026.

GeoWealth Management held 17,571 shares of Pacer Lunt MidCap Multi-Factor Alternator ETF worth $841K as of Q1 2026.
GeoWealth Management sold 112 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q1 2026, an estimated $5.51K.
Pacer Lunt MidCap Multi-Factor Alternator ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #342 holding.
GeoWealth Management first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q4 2022 and has held it in 14 quarters since.
GeoWealth Management's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $956K in Q3 2025.
27 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q1 2026.

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