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PIMCO Dynamic Income Opportuni shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni 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 Dynamic Income Opportuni by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 1.4k 13.84
2025-09-30 $20k 1.4k 14.12
2025-06-30 $19k 1.4k 13.48
2025-03-31 $41k 2.9k 13.88
2024-12-31 $20k 1.4k 13.59
2021-12-31 $75k 3.9k 19.47
2021-09-30 $49k 2.4k 20.82
2021-06-30 $52k 2.4k 22.10

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 Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding PIMCO Dynamic Income Opportuni

UBS Group
Wells Fargo & Company
SOL Capital Management
Royal Bank of Canada
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Raymond James Financial
Commonwealth Equity Services
HighTower Advisors
Leavell Investment Management
J.w. Cole Advisors
Thomas J. Herzfeld Advisors
Cornerstone Advisory
Envestnet Asset Management

View all funds holding PIMCO Dynamic Income Opportuni