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GeoWealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

GeoWealth Management’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15M Sell
22,188
-3,608
-14% -$349K 0.07% 165
2026
Q1 		$2.5M Sell
25,796
-1,010
-4% -$98.9K 0.09% 134
2025
Q4 		$2.62M Sell
26,806
-2,928
-10% -$288K 0.1% 130
2025
Q3 		$2.93M Sell
29,734
-4,744
-14% -$463K 0.11% 125
2025
Q2 		$3.36M Sell
34,478
-10,054
-23% -$962K 0.13% 94
2025
Q1 		$4.31M Sell
44,532
-1,308
-3% -$125K 0.17% 75
2024
Q4 		$4.36M Sell
45,840
-1,445
-3% -$140K 0.14% 111
2024
Q3 		$4.7M Buy
47,285
+2,002
+4% +$195K 0.17% 106
2024
Q2 		$4.31M Buy
45,283
+4,091
+10% +$387K 0.19% 83
2024
Q1 		$3.96M Buy
41,192
+7,681
+23% +$736K 0.15% 115
2023
Q4 		$3.26M Buy
33,511
+1,777
+6% +$164K 0.27% 83
2023
Q3 		$2.89M Buy
31,734
+2,757
+10% +$257K 0.33% 76
2023
Q2 		$2.75M Buy
28,977
+20,862
+257% +$1.99M 0.3% 70
2023
Q1 		$782K Sell
8,115
-2,929
-27% -$279K 0.09% 108
2022
Q4 		$1.03M Buy
11,044
+8,713
+374% +$805K 0.11% 111
2022
Q3 		$213K Buy
2,331
+1,879
+416% +$181K 0.02% 233
2022
Q2 		$44K Buy
452
+331
+274% +$32.6K 0.01% 275
2022
Q1 		$13K Buy
121
+20
+20% +$2.15K ﹤0.01% 386
2021
Q4 		$11K Sell
101
-25
-20% -$2.83K ﹤0.01% 366
2021
Q3 		$14K Sell
126
-380
-75% -$43.7K ﹤0.01% 381
2021
Q2 		$58K Buy
506
+299
+144% +$33.7K 0.01% 247
2021
Q1 		$23K Buy
+207
New +$23.5K ﹤0.01% 201
2019
Q4 		– Sell
-5,456
Closed -$599K – 122
2019
Q3 		$599K Buy
+5,456
New +$592K 0.13% 91

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

GeoWealth Management's CORP Position: Q2 2026 in Review

GeoWealth Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 14% in Q2 2026, selling an estimated $349K and leaving 22,188 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #165.

GeoWealth Management first reported a position in CORP in Q3 2019 and has held it in 23 quarters since. The position peaked at $4.7M in Q3 2024. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • GeoWealth Management held 22,188 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $2.15M as of Q2 2026.
  • GeoWealth Management sold 3,608 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $349K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #165 holding.
  • GeoWealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2019 and has held it in 23 quarters since.
  • GeoWealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.7M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.