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GeoWealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

GeoWealth Management’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,893
Closed -$498K – 1263
2025
Q1 		$498K Sell
9,893
-4,284
-30% -$218K 0.02% 420
2024
Q4 		$724K Buy
+14,177
New +$727K 0.02% 385

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GeoWealth Management's LONZ Position: Q2 2025 in Review

GeoWealth Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025, closing a stake of 9,893 shares — an estimated $498K sold.

GeoWealth Management first reported a position in LONZ in Q4 2024 and held it in 2 quarters. The position peaked at $724K in Q4 2024. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • GeoWealth Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,893 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $498K.
  • GeoWealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $724K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.