GWM
PDO

Geneos Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Geneos Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.6K Hold
1,440
– – ﹤0.01% 1799
2025
Q4 		$19.9K Hold
1,440
– – ﹤0.01% 1722
2025
Q3 		$20.3K Hold
1,440
– – ﹤0.01% 1720
2025
Q2 		$19.4K Sell
1,440
-4,440
-76% -$59.2K ﹤0.01% 2041
2025
Q1 		$81.6K Buy
5,880
+4,440
+308% +$61.3K ﹤0.01% 1674
2024
Q4 		$19.6K Buy
+1,440
New +$19.7K ﹤0.01% 1734
2022
Q1 		– Sell
-3,853
Closed -$75K – 2919
2021
Q4 		$75K Buy
3,853
+1,500
+64% +$30.8K ﹤0.01% 1293
2021
Q3 		$49K Hold
2,353
– – ﹤0.01% 1507
2021
Q2 		$52K Buy
+2,353
New +$49.3K ﹤0.01% 1466

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return