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GC Wealth Management RIA’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

GC Wealth Management RIA’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,880
Closed -$1.69M – 535
2025
Q4 		$1.69M Sell
16,880
-349
-2% -$35.1K 0.06% 179
2025
Q3 		$1.73M Sell
17,229
-363
-2% -$36.5K 0.06% 231
2025
Q2 		$1.77M Buy
17,592
+5,749
+49% +$577K 0.14% 146
2025
Q1 		$1.19M Buy
11,843
+5,818
+97% +$585K 0.22% 95
2024
Q4 		$605K Sell
6,025
-33
-0.5% -$3.32K 0.11% 156
2024
Q3 		$610K Buy
6,058
+783
+15% +$78.6K 0.11% 167
2024
Q2 		$531K Buy
5,275
+513
+11% +$51.5K 0.1% 163
2024
Q1 		$479K Buy
4,762
+1,208
+34% +$121K 0.1% 172
2023
Q4 		$355K Buy
+3,554
New +$355K 0.16% 142

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return