VA
PDO

VestGen Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

VestGen Advisors’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
19,823
+33
+0.2% +$433 0.01% 904
2026
Q1 		$256K Buy
19,790
+554
+3% +$7.59K 0.01% 904
2025
Q4 		$266K Buy
19,236
+3,236
+20% +$45K 0.01% 629
2025
Q3 		$226K Buy
+16,000
New +$219K 0.01% 665

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

VestGen Advisors's PDO Position: Q2 2026 in Review

VestGen Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.17% in Q2 2026, buying an estimated $433 and bringing the position to 19,823 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #904.

VestGen Advisors first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • VestGen Advisors held 19,823 shares of PIMCO Dynamic Income Opportunities Fund worth $262K as of Q2 2026.
  • VestGen Advisors bought 33 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $433.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #904 holding.
  • VestGen Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $266K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.