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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
Q2 		$438K Buy
11,934
+673
+6% +$23.9K 0.01% 532
2026
Q1 		$366K Buy
+11,261
New +$377K 0.01% 546

Other funds holding PTIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GeoWealth Management's PTIN Position: Q2 2026 in Review

GeoWealth Management increased its Pacer Trendpilot International ETF (PTIN) stake by 6% in Q2 2026, buying an estimated $23.9K and bringing the position to 11,934 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #532.

GeoWealth Management first reported a position in PTIN in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold PTIN as of Q2 2026.

  • GeoWealth Management held 11,934 shares of Pacer Trendpilot International ETF worth $438K as of Q2 2026.
  • GeoWealth Management bought 673 Pacer Trendpilot International ETF shares in Q2 2026, an estimated $23.9K.
  • Pacer Trendpilot International ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #532 holding.
  • GeoWealth Management first reported a position in Pacer Trendpilot International ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q2 2026.

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