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Geneos Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Geneos Wealth Management’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.9K Sell
1,598
-143
-8% -$7.13K ﹤0.01% 1253
2025
Q4 		$87.5K Sell
1,741
-102
-6% -$5.16K ﹤0.01% 1190
2025
Q3 		$94.1K Sell
1,843
-745
-29% -$37.9K ﹤0.01% 1142
2025
Q2 		$132K Sell
2,588
-4,106
-61% -$206K ﹤0.01% 1141
2025
Q1 		$337K Buy
6,694
+3,871
+137% +$197K ﹤0.01% 1045
2024
Q4 		$144K Buy
+2,823
New +$145K 0.01% 949

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Geneos Wealth Management's LONZ Position: Q1 2026 in Review

Geneos Wealth Management reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 8.2% in Q1 2026, selling an estimated $7.13K and leaving 1,598 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Geneos Wealth Management first reported a position in LONZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q1 2025. 63 funds tracked by Wall St. Rank hold LONZ as of Q1 2026.

  • Geneos Wealth Management held 1,598 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $78.9K as of Q1 2026.
  • Geneos Wealth Management sold 143 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2026, an estimated $7.13K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1253 holding.
  • Geneos Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $337K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.