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 Q2	$19K	Hold	1,440	–	–	﹤0.01%	1820
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 -1,500	-51%	-$20K	﹤0.01%	2041
2025 Q1	$40.8K	Buy	2,940 +1,500	+104%	+$20.7K	﹤0.01%	1595
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

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

Geneos Wealth Management held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 1,440 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Geneos Wealth Management first reported a position in PDO in Q2 2021 and has held it in 10 quarters since. The position peaked at $75K in Q4 2021. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Geneos Wealth Management held 1,440 shares of PIMCO Dynamic Income Opportunities Fund worth $19K as of Q2 2026.
Geneos Wealth Management left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1820 holding.
Geneos Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and has held it in 10 quarters since.
Geneos Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $75K in Q4 2021.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

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