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GeoWealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

GeoWealth Management’s Portfolio PTLC Stock Details PTLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$686K Buy
11,777
+844
+8% +$47.8K 0.02% 422
2026
Q1 		$574K Buy
+10,933
New +$606K 0.02% 444

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GeoWealth Management's PTLC Position: Q2 2026 in Review

GeoWealth Management increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 7.7% in Q2 2026, buying an estimated $47.8K and bringing the position to 11,777 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #422.

GeoWealth Management first reported a position in PTLC in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • GeoWealth Management held 11,777 shares of Pacer Trendpilot US Large Cap ETF worth $686K as of Q2 2026.
  • GeoWealth Management bought 844 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $47.8K.
  • Pacer Trendpilot US Large Cap ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #422 holding.
  • GeoWealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

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