GWM
ZROZ icon

Geneos Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Geneos Wealth Management’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5K Buy
195
+2
+1% +$130 ﹤0.01% 1925
2025
Q4 		$12.4K Sell
193
-33
-15% -$2.23K ﹤0.01% 1896
2025
Q3 		$15.3K Buy
226
+161
+248% +$10.5K ﹤0.01% 1825
2025
Q2 		$4.36K Sell
65
-65
-50% -$4.3K ﹤0.01% 2617
2025
Q1 		$9.31K Buy
130
+58
+81% +$4.05K ﹤0.01% 2580
2024
Q4 		$4.94K Hold
72
– – ﹤0.01% 2337
2024
Q3 		$5.93K Hold
72
– – ﹤0.01% 2021
2024
Q2 		$5.41K Buy
72
+65
+929% +$4.83K ﹤0.01% 1703
2024
Q1 		$555 Sell
7
-30
-81% -$2.37K ﹤0.01% 2114
2023
Q4 		$3.16K Buy
37
+14
+61% +$1.04K ﹤0.01% 1829
2023
Q3 		$1.67K Buy
23
+16
+229% +$1.32K ﹤0.01% 1961
2023
Q2 		$644 Hold
7
– – ﹤0.01% 2050
2023
Q1 		$670 Hold
7
– – ﹤0.01% 2028
2022
Q4 		$611 Hold
7
– – ﹤0.01% 2008
2022
Q3 		$0 Buy
+7
New +$736 ﹤0.01% 2627

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RWP
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RIG
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CPC
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GG
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KF
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return