GWM
Geneos Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Buy |
+119,880
| New | +$6.45M | 0.16% | 159 |
|
|
2022
Q4 | – | Sell |
-404
| Closed | -$19K | – | 2091 |
|
|
2022
Q3 | $19K | Buy |
+404
| New | +$19K | ﹤0.01% | 1344 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$15K | – | 2545 |
|
|
2019
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 1768 |
|