Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot U S Bo Call Options Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PTBD

# of Institutions

67

Shares Held

4.97M

Call Options Held

0

Put Options Held

0

Pacer Advisors, Inc. Malvern, PA

566K
Shares

$11.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

440K
Shares

$8.75 Million
0.0% of portfolio
O Donnell Financial Services, LLC

336K
Shares

$6.68 Million
2.9% of portfolio
Napa Wealth Management Napa, CA

313K
Shares

$6.24 Million
2.96% of portfolio
Raymond James Financial Inc St. Petersburg, FL

296K
Shares

$5.9 Million
0.0% of portfolio

About PACER FDS TR TRENDPILOT U S BO

Ticker PTBD
Sector ETFs
Industry ETFs

More about PTBD

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.