PAMC PACER FDS TR

Ownership history in Geneos Wealth Management Inc.  ·  19 quarters on record

AI Ownership Summary

Geneos Wealth Management Inc. reported PACER FDS TR (PAMC) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.17% in 2024 Q1. The latest visible filing shows PAMC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PAMC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Geneos Wealth Management Inc. held PAMC — position size vs. price
% of Fund (quarterly)    PAMC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,321 -15,390 -34.4% 0.03% $1.4M 2026-02-14 (Est.) $50.32
2025 Q3 REDUCED 44,711 -69,510 -60.9% 0.05% $2.1M 2025-10-22 $46.14
2025 Q2 ADDED 114,221 +18,232 +19.0% 0.12% $5.0M 2025-08-18 $44.66
2025 Q1 ADDED 95,989 +27,763 +40.7% 0.10% $4.1M 2025-05-08 $41.49
2024 Q4 REDUCED 68,226 -1,939 -2.8% 0.11% $3.2M 2025-01-21 $48.13
2024 Q3 REDUCED 70,165 -4,150 -5.6% 0.12% $3.2M 2024-11-14 $47.62
2024 Q2 REDUCED 74,315 -8,224 -10.0% 0.15% $3.3M 2024-07-23 $44.79
2024 Q1 REDUCED 82,539 -6,438 -7.2% 0.17% $3.8M 2024-05-03 $43.05
2023 Q4 REDUCED 88,977 -1,750 -1.9% 0.16% $3.3M 2024-01-26 $36.94
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Geneos Wealth Management Inc. and PAMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning PAMC?

Geneos Wealth Management Inc. reported PAMC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PAMC position in Geneos Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for PAMC was 0.17% in 2024 Q1.

What is the latest reported PAMC position on this page?

The most recent filing on this page is 2025 Q4, when Geneos Wealth Management Inc. reported 29,321 shares, equal to 0.03% of portfolio, with an estimated market value of $1.4M.

What does the chart on this PAMC ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly PAMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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