GeoWealth Management’s Pacer Trendpilot International ETF PTIN Stock Holding History

GeoWealth Management’s Portfolio PTIN Stock Details PTIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$366K	Buy	+11,261	New	+$377K	0.01%	546

Other funds holding PTIN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GeoWealth Management's PTIN Position: Q1 2026 in Review

GeoWealth Management opened a new position in Pacer Trendpilot International ETF (PTIN) in Q1 2026: 11,261 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings.

51 funds tracked by Wall St. Rank hold PTIN as of Q1 2026.

GeoWealth Management held 11,261 shares of Pacer Trendpilot International ETF worth $366K as of Q1 2026.
Pacer Trendpilot International ETF was a new GeoWealth Management position in Q1 2026.
Pacer Trendpilot International ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #546 holding.
51 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q1 2026.

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