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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
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 Sell
63,522
-52,073
-45% -$1.36M 0.04% 404
2025
Q1 		$3.05M Buy
115,595
+102,934
+813% +$2.69M 0.04% 394
2024
Q4 		$328K Buy
+12,661
New +$331K 0.01% 685

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's PYLD Position: Q1 2026 in Review

Geneos Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 25% in Q1 2026, buying an estimated $1.26M and bringing the position to 235,842 shares worth $6.18M. The position accounts for 0.14% of the portfolio, ranked #170.

Geneos Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Geneos Wealth Management held 235,842 shares of PIMCO Multi Sector Bond Active ETF worth $6.18M as of Q1 2026.
  • Geneos Wealth Management bought 47,089 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.26M.
  • PIMCO Multi Sector Bond Active ETF made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Geneos Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.