Geneos Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $116K | Buy |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $105K | Buy |
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|
2024
Q1 | $39.4K | Buy |
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|
2023
Q4 | $4.71K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $24K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $4K | Buy |
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