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 Q2	$432K	Buy	8,547 +3,717	+77%	+$187K	0.01%	778
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	Hold	225	–	–	﹤0.01%	2272
2025 Q1	$11.3K	Hold	225	–	–	﹤0.01%	2212
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

SFGP

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Geneos Wealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 77% in Q2 2026, buying an estimated $187K and bringing the position to 8,547 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #778.

Geneos Wealth Management first reported a position in SMMU in Q3 2023 and has held it in 12 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Geneos Wealth Management held 8,547 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $432K as of Q2 2026.
Geneos Wealth Management bought 3,717 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $187K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #778 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 12 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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