Geneos Wealth Management Inc. - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 9 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,780,816
+8.2%
42,705
+5.6%
0.09%
+7.0%
Q2 2023$1,646,205
+6.4%
40,447
-0.5%
0.09%
-8.5%
Q1 2023$1,547,205
+26.6%
40,652
+19.6%
0.09%
+27.0%
Q4 2022$1,221,910
+663.7%
33,989
+589.9%
0.07%
+572.7%
Q3 2022$160,000
-5.3%
4,927
-1.7%
0.01%
+37.5%
Q2 2022$169,000
+56.5%
5,010
+85.5%
0.01%
+60.0%
Q1 2022$108,000
+24.1%
2,701
+31.8%
0.01%
+66.7%
Q4 2021$87,000
+295.5%
2,050
+298.1%
0.00%
+200.0%
Q3 2021$22,0000.0%5150.0%0.00%0.0%
Q2 2021$22,000
+100.0%
515
+87.3%
0.00%
Q1 2021$11,0000.0%2750.0%0.00%
Q4 2020$11,000
+266.7%
275
+71.9%
0.00%
Q3 2020$3,0000.0%1600.0%0.00%
Q2 2020$3,000
+50.0%
1600.0%0.00%
Q1 2020$2,0000.0%160
+45.5%
0.00%
Q4 2019$2,0001100.00%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
CMC Financial Group 276,676$11,537,38518.12%
Paragon Wealth Strategies, LLC 668,834$27,890,3708.32%
Coulter & Justus Financial Services, LLC 265,199$11,058,7988.04%
Avondale Wealth Management 211,517$8,820,2417.74%
MONEYWISE, INC. 287,022$11,968,8307.51%
Legacy CG, LLC 318,926$13,299,2276.18%
Artemis Wealth Advisors, LLC 728,693$30,388,3255.68%
CORA CAPITAL ADVISORS LLC 164,428$6,856,6484.60%
Pasadena Private Wealth, LLC 355,578$14,827,6034.44%
Smart Portfolios, LLC 58,607$2,443,9144.39%
View complete list of PACER FDS TR shareholders