Pimco shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in Pimco
Tip: Access up to 7 years of quarterly data
All positions including Pimco held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pimco by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 626k | 26.84 |
| 2025-03-31 | $664k | 25k | 26.35 |
| 2024-12-31 | $1.3M | 51k | 25.92 |
| 2024-09-30 | $1.4M | 52k | 26.65 |
| 2024-06-30 | $1.4M | 56k | 25.64 |
| 2024-03-31 | $1.4M | 56k | 25.76 |
| 2023-12-31 | $1.5M | 58k | 25.67 |
| 2023-09-30 | $1.3M | 54k | 24.43 |
More positions owned by Great Point Wealth Advisors
View all positions for Great Point Wealth Advisors