Geneos Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Sell |
225
-225
| -50% | -$11.3K | ﹤0.01% | 2272 |
|
|
2025
Q1 | $22.5K | Buy |
450
+225
| +100% | +$11.3K | ﹤0.01% | 2279 |
|
|
2024
Q4 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 2007 |
|
|
2024
Q3 | $11.4K | Hold |
225
| – | – | ﹤0.01% | 1791 |
|
|
2024
Q2 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 1519 |
|
|
2024
Q1 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 1519 |
|
|
2023
Q4 | $11.3K | Hold |
225
| – | – | ﹤0.01% | 1521 |
|
|
2023
Q3 | $11K | Buy |
+225
| New | +$11K | ﹤0.01% | 1539 |
|