Geneos Wealth Management Inc.
Position in PAL — Proficient Auto Logistics, Inc
CIK 1764754
ENGLEWOOD, CO
Position in PAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,025
+$75 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 115 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in PAL Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,229,651 across 8 Integrated Freight & Logistics names. PAL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
16,137 | $1,734,727 | |
| 2 | CYRX |
Cryoport, Inc.
|
50,000 | $785,000 | |
| 3 | FDX |
Fedex Corp
|
1,850 | $579,290 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
350 | $65,919 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
86 | $24,890 | |
| 6 | PAL |
Proficient Auto Logistics, Inc
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|
2,500 | $17,025 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
99 | $16,135 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
1,013 | $6,665 |
All Filings in PAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,025 | 2,500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,950 | 2,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,100 | 2,500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,225 | 2,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,150 | 2,500 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $20,925 | 2,500 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||