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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
2,588
-4,106
-61% -$209K ﹤0.01% 1141
2025
Q1
$337K Buy
6,694
+3,871
+137% +$195K ﹤0.01% 1045
2024
Q4
$144K Buy
+2,823
New +$144K 0.01% 949