Geneos Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Geneos Wealth Management’s Portfolio LTPZ Stock Details LTPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48K	Hold	29	–	–	﹤0.01%	2354
2025 Q4	$1.5K	Sell	29 -20	-41%	-$1.06K	﹤0.01%	2361
2025 Q3	$2.62K	Buy	+49	New	+$2.56K	﹤0.01%	2279
2024 Q2	–	Sell	-15	Closed	-$833	–	2136
2024 Q1	$833	Buy	+15	New	+$830	﹤0.01%	2062
2020 Q4	–	Sell	-100	Closed	-$8K	–	2950
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	2030
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	1985
2020 Q1	$8K	Sell	100 -150	-60%	-$11.4K	﹤0.01%	1893
2019 Q4	$18K	Buy	250 +150	+150%	+$10.9K	﹤0.01%	1732
2019 Q3	$7K	Buy	+100	New	+$7.24K	﹤0.01%	2007

Other funds holding LTPZ

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return