SHP Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

SHP Wealth Management’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	$25.9K	Buy	+3,000	New	+$26.3K	﹤0.01%	727

Other funds holding PGP

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SHP Wealth Management's PGP Position: Q2 2026 in Review

SHP Wealth Management opened a new position in PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2026: 3,000 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

28 funds tracked by Wall St. Rank hold PGP as of Q2 2026.

SHP Wealth Management held 3,000 shares of PIMCO Global StockPLUS & Income Fund worth $25.9K as of Q2 2026.
PIMCO Global StockPLUS & Income Fund was a new SHP Wealth Management position in Q2 2026.
PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #727 holding.
28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.