GeoWealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

GeoWealth Management’s Portfolio PTMC Stock Details PTMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$332K	Buy	+9,086	New	+$341K	0.01%	575

Other funds holding PTMC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

GeoWealth Management's PTMC Position: Q1 2026 in Review

GeoWealth Management opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2026: 9,086 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings.

85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

GeoWealth Management held 9,086 shares of Pacer Trendpilot US Mid Cap ETF worth $332K as of Q1 2026.
Pacer Trendpilot US Mid Cap ETF was a new GeoWealth Management position in Q1 2026.
Pacer Trendpilot US Mid Cap ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #575 holding.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

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