Geneos Wealth Management Inc. Pacer Fds Tr Lunt Large Cap Mu Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 248,774 shares of PALC stock, worth $12 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

248,774

Previous 367,877 32.38%

Holding current value

$12 Million

Previous $17.6 Million 32.38%

% of portfolio

0.41%

Previous 0.48%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$46.71 - $52.3 $5.56 Million - $6.23 Million	-119,103 Reduced 32.38%	248,774 $11.9 Million
Q1 2025 May 07, 2025	BUY	$46.71 - $52.3 $5.48 Million - $6.13 Million	117,288 Added 46.8%	367,877 $17.6 Million
Q4 2024 Jan 21, 2025	BUY	$48.96 - $52.85 $62,472 - $67,436	1,276 Added 0.51%	250,589 $12.3 Million
Q3 2024 Nov 14, 2024	SELL	$45.75 - $50.32 $81,389 - $89,519	-1,779 Reduced 0.71%	249,313 $12.4 Million
Q2 2024 Jul 23, 2024	SELL	$44.06 - $49.53 $399,359 - $448,939	-9,064 Reduced 3.48%	251,092 $12.2 Million
Q1 2024 May 03, 2024	SELL	$40.03 - $46.82 $1.38 Million - $1.62 Million	-34,557 Reduced 11.73%	260,156 $12.1 Million
Q4 2023 Jan 26, 2024	SELL	$35.21 - $41.05 $2.76 Million - $3.22 Million	-78,483 Reduced 21.03%	294,713 $12.1 Million
Q3 2023 Oct 11, 2023	BUY	$36.62 - $39.66 $9.72 Million - $10.5 Million	265,511 Added 246.56%	373,196 $13.8 Million
Q2 2023 Aug 08, 2023	SELL	$34.0 - $38.19 $30,872 - $34,676	-908 Reduced 0.84%	107,685 $4.11 Million
Q1 2023 Apr 25, 2023	BUY	$32.13 - $35.92 $310,922 - $347,597	9,677 Added 9.78%	108,593 $3.76 Million
Q4 2022 Jan 30, 2023	BUY	$32.36 - $36.72 $912,001 - $1.03 Million	28,183 Added 39.84%	98,916 $3.48 Million
Q3 2022 Nov 14, 2022	SELL	$31.9 - $38.14 $2.94 Million - $3.51 Million	-92,039 Reduced 56.54%	70,733 $2.26 Million
Q2 2022 Jul 22, 2022	SELL	$33.55 - $39.61 $37,643 - $44,442	-1,122 Reduced 0.68%	162,772 $0
Q1 2022 May 16, 2022	BUY	$36.58 - $42.1 $181,692 - $209,110	4,967 Added 3.13%	163,894 $6.47 Million
Q4 2021 Feb 09, 2022	SELL	$38.53 - $42.83 $245,204 - $272,570	-6,364 Reduced 3.85%	158,927 $6.67 Million
Q3 2021 Nov 09, 2021	SELL	$38.2 - $40.64 $82,664 - $87,944	-2,164 Reduced 1.29%	165,291 $6.4 Million
Q2 2021 Jul 08, 2021	SELL	$36.57 - $39.07 $172,902 - $184,722	-4,728 Reduced 2.75%	167,455 $6.58 Million
Q1 2021 Jun 17, 2021	SELL	$29.59 - $37.0 $90,900 - $113,664	-3,072 Reduced 1.75%	172,183 $6.48 Million
Q4 2020 May 19, 2021	BUY	$26.73 - $30.59 $11,734 - $13,429	439 Added 0.25%	175,255 $6.36 Million
Q3 2020 Sep 07, 2021	BUY	$25.06 - $29.66 $4.38 Million - $5.19 Million	174,816 New	174,816 $4.77 Million
Q2 2020 Sep 07, 2021	BUY	$24.14 - $24.86 $0 - $0	0 New	0 $2.4 Million

Others Institutions Holding PALC

# of Institutions

Shares Held

5.18M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR LUNT LARGE CAP MU

Ticker PALC
Sector Technology

More about PALC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Pacer Fds Tr Lunt Large Cap Mu Transaction History