GM
PTMC icon

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
Q2 		$409K Buy
9,777
+691
+8% +$27.5K 0.01% 554
2026
Q1 		$332K Buy
+9,086
New +$341K 0.01% 575

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

GeoWealth Management's PTMC Position: Q2 2026 in Review

GeoWealth Management increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 7.6% in Q2 2026, buying an estimated $27.5K and bringing the position to 9,777 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #554.

GeoWealth Management first reported a position in PTMC in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • GeoWealth Management held 9,777 shares of Pacer Trendpilot US Mid Cap ETF worth $409K as of Q2 2026.
  • GeoWealth Management bought 691 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $27.5K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #554 holding.
  • GeoWealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

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