Geneos Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Sell |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $160K | Sell |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $169K | Sell |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $45K | Buy |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Sell |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $9K | Buy |
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|
2018
Q2 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4K | Buy |
|