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PIMCO Short Term Mncpl shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl 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 Short Term Mncpl by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $11k 225 49.87
2024-03-31 $11k 225 49.90
2023-12-31 $11k 225 50.03
2023-09-30 $11k 225 48.95

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Spdr S P 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Morgan Stanley
Cetera Investment Advisers
Biltmore Wealth Management
Captrust Financial Advisors
LPL Financial
HPM Partners
TD Capital Management
Wells Fargo & Company
Condor Capital Management
Websterrogers Financial Advisors
Stifel Financial
CarsonAllaria Wealth Management

View all funds holding PIMCO Short Term Mncpl