Geneos Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $299K | Sell |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $170K | Buy |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q2 | $180K | Hold |
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|
2020
Q1 | $176K | Hold |
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|
2019
Q4 | $178K | Buy |
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|
2019
Q3 | $142K | Sell |
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|
2019
Q2 | $152K | Buy |
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|
2019
Q1 | $18K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Buy |
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|
2016
Q4 | $5K | Sell |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $10K | Buy |
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