GeoWealth Management
PTLC icon

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
Q3 		$779K Buy
13,097
+1,320
+11% +$78.2K 0.03% 396
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 $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SFMG Wealth Advisors
SFMG Wealth Advisors Plano, Texas $1.66B AUM 20.35% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GeoWealth Management's PTLC Position: Q3 2026 in Review

GeoWealth Management increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 11% in Q3 2026, buying an estimated $78.2K and bringing the position to 13,097 shares worth $779K. The position accounts for 0.03% of the portfolio, ranked #396.

GeoWealth Management first reported a position in PTLC in Q1 2026 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

  • GeoWealth Management held 13,097 shares of Pacer Trendpilot US Large Cap ETF worth $779K as of Q3 2026.
  • GeoWealth Management bought 1,320 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $78.2K.
  • Pacer Trendpilot US Large Cap ETF made up 0.03% of GeoWealth Management's portfolio in Q3 2026, its #396 holding.
  • GeoWealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.