GenWealth Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

GenWealth Group’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$453K	Buy	27,137 +7,081	+35%	+$120K	0.07%	61
2026 Q1	$343K	Buy	+20,056	New	+$361K	0.06%	64
2022 Q2	–	Sell	-9,261	Closed	-$226K	–	70
2022 Q1	$226K	Hold	9,261	–	–	0.06%	63
2021 Q4	$239K	Buy	+9,261	New	+$242K	0.06%	59

Other funds holding PDI

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

GenWealth Group's PDI Position: Q2 2026 in Review

GenWealth Group increased its PIMCO Dynamic Income Fund (PDI) stake by 35% in Q2 2026, buying an estimated $120K and bringing the position to 27,137 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #61.

GenWealth Group first reported a position in PDI in Q4 2021 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

GenWealth Group held 27,137 shares of PIMCO Dynamic Income Fund worth $453K as of Q2 2026.
GenWealth Group bought 7,081 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $120K.
PIMCO Dynamic Income Fund made up 0.07% of GenWealth Group's portfolio in Q2 2026, its #61 holding.
GenWealth Group first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 4 quarters since.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.