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PIMCO Short Term Mncpl shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 505 50.50
2024-03-31 $0 0 0.00
2023-09-30 $61k 1.2k 49.15
2023-06-30 $36k 721 49.93

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth 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