HWP
PGP

Highline Wealth Partners’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Highline Wealth Partners’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8K Hold
325
– – ﹤0.01% 1093
2026
Q1 		$2.71K Buy
325
+25
+8% +$225 ﹤0.01% 975
2025
Q4 		$2.74K Hold
300
– – ﹤0.01% 783
2025
Q3 		$2.56K Buy
+300
New +$2.53K ﹤0.01% 805

Other funds holding PGP

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Highline Wealth Partners's PGP Position: Q2 2026 in Review

Highline Wealth Partners held its PIMCO Global StockPLUS & Income Fund (PGP) position steady in Q2 2026 at 325 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Highline Wealth Partners first reported a position in PGP in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold PGP as of Q2 2026.

  • Highline Wealth Partners held 325 shares of PIMCO Global StockPLUS & Income Fund worth $2.8K as of Q2 2026.
  • Highline Wealth Partners left its PIMCO Global StockPLUS & Income Fund share count unchanged in Q2 2026.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1093 holding.
  • Highline Wealth Partners first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.