4WM
PGP

49 Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

49 Wealth Management’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,499
Closed -$107K – 217
2025
Q3 		$107K Buy
+12,499
New +$105K 0.01% 190

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

49 Wealth Management's PGP Position: Q4 2025 in Review

49 Wealth Management sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q4 2025, closing a stake of 12,499 shares — an estimated $107K sold.

49 Wealth Management first reported a position in PGP in Q3 2025 and held it in 1 quarter. The position peaked at $107K in Q3 2025. 29 funds tracked by Wall St. Rank hold PGP as of Q4 2025.

  • 49 Wealth Management reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q4 2025 after selling out during the quarter.
  • 49 Wealth Management sold 12,499 PIMCO Global StockPLUS & Income Fund shares in Q4 2025, an estimated $107K.
  • 49 Wealth Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2025 and held it in 1 quarter.
  • 49 Wealth Management's PIMCO Global StockPLUS & Income Fund position peaked at $107K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.