Geneos Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Geneos Wealth Management’s Portfolio PYLD Stock Details PYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.56M	Buy	247,423 +11,581	+5%	+$306K	0.13%	178
2026 Q1	$6.18M	Buy	235,842 +47,089	+25%	+$1.26M	0.14%	170
2025 Q4	$5.04M	Buy	188,753 +116,728	+162%	+$3.13M	0.12%	203
2025 Q3	$1.93M	Buy	72,025 +8,503	+13%	+$226K	0.05%	352
2025 Q2	$1.69M	Buy	63,522 +7,522	+13%	+$196K	0.04%	404
2025 Q1	$1.48M	Buy	56,000 +43,339	+342%	+$1.13M	0.05%	366
2024 Q4	$328K	Buy	+12,661	New	+$331K	0.01%	685

Other funds holding PYLD

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

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

Geneos Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.9% in Q2 2026, buying an estimated $306K and bringing the position to 247,423 shares worth $6.56M. The position accounts for 0.13% of the portfolio, ranked #178.

Geneos Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 692 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Geneos Wealth Management held 247,423 shares of PIMCO Multi Sector Bond Active ETF worth $6.56M as of Q2 2026.
Geneos Wealth Management bought 11,581 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $306K.
PIMCO Multi Sector Bond Active ETF made up 0.13% of Geneos Wealth Management's portfolio in Q2 2026, its #178 holding.
Geneos Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
692 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

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