Geneos Wealth Management
PYLD icon

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
Q3 		$6.7M Buy
263,977
+16,554
+7% +$432K 0.13% 177
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Geneos Wealth Management's PYLD Position: Q3 2026 in Review

Geneos Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.7% in Q3 2026, buying an estimated $432K and bringing the position to 263,977 shares worth $6.7M. The position accounts for 0.13% of the portfolio, ranked #177.

Geneos Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Geneos Wealth Management held 263,977 shares of PIMCO Multi Sector Bond Active ETF worth $6.7M as of Q3 2026.
  • Geneos Wealth Management bought 16,554 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $432K.
  • PIMCO Multi Sector Bond Active ETF made up 0.13% of Geneos Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Geneos Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 8 quarters since.
  • 514 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.