A detailed history of Geo Wealth Management, LLC transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Geo Wealth Management, LLC holds 27,061 shares of PALC stock, worth $1.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,061
Previous 47,582 43.13%
Holding current value
$1.34 Million
Previous $2.22 Million 40.67%
% of portfolio
0.06%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$44.06 - $49.53 $904,155 - $1.02 Million
-20,521 Reduced 43.13%
27,061 $1.32 Million
Q1 2024

May 15, 2024

SELL
$40.03 - $46.82 $1.9 Million - $2.23 Million
-47,582 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$40.03 - $46.82 $395,536 - $462,628
-9,881 Reduced 17.2%
47,582 $2.22 Million
Q4 2023

Feb 13, 2024

SELL
$35.21 - $41.05 $1.51 Million - $1.76 Million
-42,766 Reduced 42.67%
57,463 $2.36 Million
Q3 2023

Nov 13, 2023

SELL
$36.62 - $39.66 $2.84 Million - $3.07 Million
-77,502 Reduced 43.61%
100,229 $3.7 Million
Q2 2023

Aug 10, 2023

SELL
$34.0 - $38.19 $8.02 Million - $9 Million
-235,785 Reduced 57.02%
177,731 $6.78 Million
Q1 2023

May 12, 2023

BUY
$32.13 - $35.92 $2.85 Million - $3.18 Million
88,605 Added 27.27%
413,516 $14.3 Million
Q4 2022

Feb 13, 2023

BUY
$32.36 - $36.72 $2.71 Million - $3.07 Million
83,591 Added 34.64%
324,911 $11.4 Million
Q3 2022

Nov 14, 2022

BUY
$31.9 - $38.14 $7.7 Million - $9.2 Million
241,320 New
241,320 $7.7 Million

Others Institutions Holding PALC

About PACER FDS TR LUNT LARGE CAP MU


  • Ticker PALC
  • Sector Technology
More about PALC
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Geo Wealth Management, LLC with notifications on news.