Geneos Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36K | Sell |
65
-65
| -50% | -$4.36K | ﹤0.01% | 2617 |
|
|
2025
Q1 | $9.31K | Buy |
130
+58
| +81% | +$4.16K | ﹤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% | +$4.88K | ﹤0.01% | 1703 |
|
|
2024
Q1 | $555 | Sell |
7
-30
| -81% | -$2.38K | ﹤0.01% | 2113 |
|
|
2023
Q4 | $3.16K | Buy |
37
+14
| +61% | +$1.2K | ﹤0.01% | 1829 |
|
|
2023
Q3 | $1.67K | Buy |
23
+16
| +229% | +$1.16K | ﹤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 | – | ﹤0.01% | 2626 |
|