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Geneos Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Geneos Wealth Management’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.99K Buy
99
+1
+1% +$101 ﹤0.01% 2021
2026
Q1 		$9.9K Buy
98
+1
+1% +$101 ﹤0.01% 1991
2025
Q4 		$9.79K Sell
97
-82
-46% -$8.28K ﹤0.01% 1973
2025
Q3 		$18.1K Buy
+179
New +$18.1K ﹤0.01% 1758

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Geneos Wealth Management's BILZ Position: Q2 2026 in Review

Geneos Wealth Management increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 1% in Q2 2026, buying an estimated $101 and bringing the position to 99 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Geneos Wealth Management first reported a position in BILZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.1K in Q3 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Geneos Wealth Management held 99 shares of PIMCO Ultra Short Government Active ETF worth $9.99K as of Q2 2026.
  • Geneos Wealth Management bought 1 PIMCO Ultra Short Government Active ETF share in Q2 2026, an estimated $101.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2021 holding.
  • Geneos Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $18.1K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.