Geneos Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy	4,830 +1,950	+68%	+$98.8K	0.01%	898
2025 Q4	$145K	Buy	2,880 +1,439	+100%	+$72.6K	﹤0.01%	1037
2025 Q3	$72.9K	Buy	1,441 +1,216	+540%	+$61.3K	﹤0.01%	1231
2025 Q2	$11.3K	Sell	225 -225	-50%	-$11.2K	﹤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	+$11.1K	﹤0.01%	1539

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

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

Geneos Wealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 68% in Q1 2026, buying an estimated $98.8K and bringing the position to 4,830 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #898.

Geneos Wealth Management first reported a position in SMMU in Q3 2023 and has held it in 11 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Geneos Wealth Management held 4,830 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $244K as of Q1 2026.
Geneos Wealth Management bought 1,950 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $98.8K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #898 holding.
Geneos Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 11 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

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