GeoWealth Management »

Pimco Etf Tr shares owned by GeoWealth Management

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Etf Tr by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 35k 49.66
2025-06-30 $976k 20k 49.05

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Pimco Etf Tr

Allianz Asset Management
Orgel Wealth Management
Wealth Enhancement Advisory Services
Advocacy Wealth Management Services
CWM
LPL Financial
Integrated Wealth Concepts
Resources Investment Advisors
Raymond James Financial
Cresta Advisors
SkyView Investment Advisors
Sontag Advisory
Hollencrest Securities
Change Path
Cambridge Investment Research Advisors

View all funds holding Pimco Etf Tr