Geneos Wealth Management Inc. - PACER FDS TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$102,718
+1.5%
2,2000.0%0.01%0.0%
Q2 2023$101,156
+1.5%
2,2000.0%0.01%
-16.7%
Q1 2023$99,682
+196.7%
2,200
+193.3%
0.01%
+200.0%
Q4 2022$33,600
+320.0%
750
+275.0%
0.00%
+100.0%
Q3 2022$8,000
-84.3%
200
-82.6%
0.00%
-66.7%
Q2 2022$51,000
-7.3%
1,1500.0%0.00%
+50.0%
Q1 2022$55,0001,1500.00%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 29,313$1,340,1900.78%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 47,050$1,415,4820.15%
NewEdge Advisors, LLC 83,339$3,733,9870.10%
IFP Advisors, Inc 62,291$3,0770.08%
AVANTAX ADVISORY SERVICES, INC. 56,294$2,522,2470.03%
Advisory Services Network, LLC 20,773$930,7130.03%
HARBOUR INVESTMENTS, INC. 10,137$454,1870.03%
Belpointe Asset Management LLC 9,361$419,4190.02%
Moors & Cabot, Inc. 7,705$345,2220.02%
Prospera Financial Services Inc 9,527$426,8800.02%
View complete list of PACER FDS TR shareholders