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PIMCO 1-5 Year US TIPS Index Fund shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in PIMCO 1-5 Year US TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 1-5 Year US TIPS Index Fund 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 1-5 Year US TIPS Index Fund by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $140k 2.6k 54.18
2025-06-30 $6.5M 120k 53.81
2022-09-30 $19k 404 47.03
2019-06-30 $15k 300 50.00

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
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Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding PIMCO 1-5 Year US TIPS Index Fund

Morgan Stanley
Bank of Nova Scotia
Bleakley Financial Group
Wells Fargo & Company
Eagle Strategies
Tiaa Trust, National Association
LPL Financial
3EDGE Asset Management
Kelman-Lazarov
Royal Bank of Canada
Advisor Group Holdings
Great Valley Advisor Group
IHT Wealth Management
Goldman Sachs Group
Arbor Investment Advisors

View all funds holding PIMCO 1-5 Year US TIPS Index Fund