Geneos Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,685	Closed	-$90.4K	–	2558
2025 Q4	$90.4K	Sell	1,685 -898	-35%	-$48.4K	﹤0.01%	1174
2025 Q3	$140K	Sell	2,583 -117,297	-98%	-$6.34M	﹤0.01%	1015
2025 Q2	$6.45M	Buy	+119,880	New	+$6.42M	0.16%	159
2022 Q4	–	Sell	-404	Closed	-$19K	–	2091
2022 Q3	$19K	Buy	+404	New	+$20.9K	﹤0.01%	1344
2019 Q3	–	Sell	-300	Closed	-$15K	–	2545
2019 Q2	$15K	Buy	+300	New	+$15.6K	﹤0.01%	1768

Other funds holding STPZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geneos Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2026, closing a stake of 1,685 shares — an estimated $90.4K sold.

Geneos Wealth Management first reported a position in STPZ in Q2 2019 and held it in 5 quarters. The position peaked at $6.45M in Q2 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

Geneos Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 1,685 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $90.4K.
Geneos Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 5 quarters.
Geneos Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6.45M in Q2 2025.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

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