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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in PIMCO 15+ Year U.S. TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO 15+ Year U.S. TIPS Index Fund by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 49 53.37
2024-03-31 $832 15 55.53
2020-09-30 $8.0k 100 80.00
2020-06-30 $8.0k 100 80.00
2020-03-31 $8.0k 100 80.00
2019-12-31 $18k 250 72.00
2019-09-30 $7.0k 100 70.00

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding PIMCO 15+ Year U.S. TIPS Index Fund

Evoke Wealth
Central Trust & Investment
Wells Fargo & Company
Northern Trust
Avos Capital Management
Wealthedge Investment Advisors
Mid-American Wealth Advisory Group
Forefront Wealth Partners
Sovran Advisors
Altfest L J & Co
Fermata Advisors
Yoder Wealth Management
Citadel Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding PIMCO 15+ Year U.S. TIPS Index Fund