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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

GeoWealth Management's CORP Position: Q1 2026 in Review

GeoWealth Management reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 3.8% in Q1 2026, selling an estimated $98.9K and leaving 25,796 shares worth $2.5M. The position accounts for 0.09% of the portfolio, ranked #134.

GeoWealth Management first reported a position in CORP in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.7M in Q3 2024. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • GeoWealth Management held 25,796 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $2.5M as of Q1 2026.
  • GeoWealth Management sold 1,010 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $98.9K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.09% of GeoWealth Management's portfolio in Q1 2026, its #134 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 22 quarters since.
  • GeoWealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.7M in Q3 2024.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.