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Geneos Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Geneos Wealth Management’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41
Closed -$3.87K – 3090
2024
Q4 		$3.87K Hold
41
– – ﹤0.01% 2413
2024
Q3 		$4.04K Hold
41
– – ﹤0.01% 2130
2024
Q2 		$3.87K Hold
41
– – ﹤0.01% 1773
2024
Q1 		$3.9K Hold
41
– – ﹤0.01% 1766
2023
Q4 		$3.95K Hold
41
– – ﹤0.01% 1780
2023
Q3 		$3.7K Hold
41
– – ﹤0.01% 1825
2023
Q2 		$3.86K Hold
41
– – ﹤0.01% 1804
2023
Q1 		$3.91K Hold
41
– – ﹤0.01% 1785
2022
Q4 		$3.78K Hold
41
– – ﹤0.01% 1772
2022
Q3 		$3K Hold
41
– – ﹤0.01% 1773
2022
Q2 		$3K Hold
41
– – ﹤0.01% 2296
2022
Q1 		$4K Buy
41
+1
+3% +$107 ﹤0.01% 2388
2021
Q4 		$4K Hold
40
– – ﹤0.01% 2443
2021
Q3 		$4K Hold
40
– – ﹤0.01% 2492
2021
Q2 		$4K Sell
40
-33
-45% -$3.72K ﹤0.01% 2494
2021
Q1 		$8K Hold
73
– – ﹤0.01% 2459
2020
Q4 		$8K Sell
73
-1,440
-95% -$167K ﹤0.01% 2295
2020
Q3 		$173K Hold
1,513
– – 0.01% 729
2020
Q2 		$171K Hold
1,513
– – 0.01% 716
2020
Q1 		$158K Hold
1,513
– – 0.01% 688
2019
Q4 		$167K Buy
1,513
+251
+20% +$27.5K 0.01% 758
2019
Q3 		$138K Sell
1,262
-95
-7% -$10.3K 0.01% 780
2019
Q2 		$145K Sell
1,357
-96
-7% -$10K 0.01% 782
2019
Q1 		$150K Sell
1,453
-99
-6% -$10K 0.01% 738
2018
Q4 		$153K Buy
1,552
+1
+0.1% +$99 0.01% 681
2018
Q3 		$156K Sell
1,551
-27,341
-95% -$2.75M 0.01% 733
2018
Q2 		$2.9M Buy
28,892
+363
+1% +$36.5K 0.23% 115
2018
Q1 		$2.96M Buy
28,529
+28,007
+5,365% +$2.89M 0.26% 101
2017
Q4 		$55K Hold
522
– – ﹤0.01% 960
2017
Q3 		$55K Hold
522
– – 0.01% 900
2017
Q2 		$54K Buy
522
+192
+58% +$20K 0.01% 888
2017
Q1 		$33K Buy
+330
New +$33.9K ﹤0.01% 1041

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Geneos Wealth Management's CORP Position: Q1 2025 in Review

Geneos Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2025, closing a stake of 41 shares — an estimated $3.87K sold.

Geneos Wealth Management first reported a position in CORP in Q1 2017 and held it in 32 quarters. The position peaked at $2.96M in Q1 2018. 179 funds tracked by Wall St. Rank hold CORP as of Q1 2025.

  • Geneos Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 41 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $3.87K.
  • Geneos Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2017 and held it in 32 quarters.
  • Geneos Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.96M in Q1 2018.
  • 179 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.