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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
Q2 		$1.51K Buy
30
+1
+3% +$51 ﹤0.01% 2368
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

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Geneos Wealth Management's LTPZ Position: Q2 2026 in Review

Geneos Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 3.4% in Q2 2026, buying an estimated $51 and bringing the position to 30 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Geneos Wealth Management first reported a position in LTPZ in Q3 2019 and has held it in 10 quarters since. The position peaked at $18K in Q4 2019. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Geneos Wealth Management held 30 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.51K as of Q2 2026.
  • Geneos Wealth Management bought 1 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share in Q2 2026, an estimated $51.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2368 holding.
  • Geneos Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2019 and has held it in 10 quarters since.
  • Geneos Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $18K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.