Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot Us Mid Transaction History

Geneos Wealth Management Inc.

$3.85 Billion
Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 69,313 shares of PTMC stock, worth $2.44 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

69,313

Previous 66,948 3.53%

Holding current value

$2.44 Million

Previous $2.4 Million 1.67%

% of portfolio

0.06%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$34.68 - $36.33 $82,018 - $85,920	2,365 Added 3.53%	69,313 $2.44 Million
Q3 2025 Oct 22, 2025	SELL	$33.95 - $36.33 $21,931 - $23,469	-646 Reduced 0.96%	66,948 $2.4 Million
Q2 2025 Aug 18, 2025	BUY	$34.58 - $34.88 $663,797 - $669,556	19,196 Added 39.66%	67,594 $2.36 Million
Q1 2025 May 21, 2025	SELL	$34.5 - $38.9 $786,255 - $886,531	-22,790 Reduced 32.01%	48,398 $1.67 Million
Q1 2025 May 07, 2025	BUY	$34.5 - $38.9 $853,185 - $961,997	24,730 Added 53.23%	71,188 $2.46 Million

Q4 2024 Jan 21, 2025	BUY	$36.74 - $40.43 $414,353 - $455,969	11,278 Added 32.06%	46,458 $1.71 Million
Q3 2024 Nov 14, 2024	BUY	$34.06 - $37.17 $83,378 - $90,992	2,448 Added 7.48%	35,180 $1.31 Million
Q2 2024 Jul 23, 2024	BUY	$33.44 - $36.04 $55,811 - $60,150	1,669 Added 5.37%	32,732 $1.14 Million
Q1 2024 May 03, 2024	BUY	$31.78 - $36.03 $94,958 - $107,657	2,988 Added 10.64%	31,063 $1.12 Million
Q4 2023 Jan 26, 2024	BUY	$30.5 - $33.81 $56,852 - $63,021	1,864 Added 7.11%	28,075 $922,000
Q3 2023 Oct 11, 2023	BUY	$31.07 - $34.25 $19,045 - $20,995	613 Added 2.39%	26,211 $826,000
Q2 2023 Aug 08, 2023	BUY	$31.22 - $32.94 $114,140 - $120,428	3,656 Added 16.66%	25,598 $843,000
Q1 2023 Apr 25, 2023	BUY	$30.59 - $35.04 $509,445 - $583,556	16,654 Added 314.94%	21,942 $696,000
Q4 2022 Jan 30, 2023	BUY	$30.73 - $33.28 $21,142 - $22,896	688 Added 14.96%	5,288 $165,000
Q3 2022 Nov 14, 2022	SELL	$32.06 - $34.56 $16,991 - $18,316	-530 Reduced 10.33%	4,600 $147,000
Q2 2022 Jul 22, 2022	SELL	$34.48 - $34.6 $27,583 - $27,680	-800 Reduced 13.49%	5,130 $0
Q1 2022 May 16, 2022	SELL	$34.49 - $36.72 $76,222 - $81,151	-2,210 Reduced 27.15%	5,930 $204,000
Q4 2021 Feb 09, 2022	SELL	$35.28 - $37.06 $8,290 - $8,709	-235 Reduced 2.81%	8,140 $297,000
Q2 2021 Jul 08, 2021	SELL	$34.83 - $35.96 $445,998 - $460,467	-12,805 Reduced 60.46%	8,375 $297,000
Q4 2020 May 19, 2021	BUY	$27.6 - $32.73 $249,007 - $295,290	9,022 Added 74.21%	21,180 $298,000
Q3 2020 Sep 07, 2021	SELL	$26.28 - $28.84 $6,780 - $7,440	-258 Reduced 2.08%	12,158 $323,000
Q2 2020 Sep 07, 2021	SELL	$26.37 - $28.38 $26,923 - $28,975	-1,021 Reduced 7.6%	12,416 $339,000
Q1 2020 Sep 07, 2021	BUY	$27.13 - $31.39 $129,789 - $150,169	4,784 Added 55.29%	13,437 $380,000
Q4 2019 Sep 07, 2021	BUY	$28.05 - $31.18 $195,873 - $217,729	6,983 Added 418.14%	8,653 $265,000
Q2 2019 Sep 07, 2021	SELL	N/A	-709 Reduced 29.8%	1,670 $48,000
Q1 2019 Sep 07, 2021	BUY	N/A	2,379 New	2,379 $72,000

Others Institutions Holding PTMC

# of Institutions

Shares Held

7.88M

Call Options Held

Put Options Held

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Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot Us Mid Transaction History