Geneos Wealth Management Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 360 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$3,665,536
-8.9%
41,701
-5.1%
0.19%
-10.4%
Q2 2023$4,024,678
+6.5%
43,928
+7.8%
0.21%
-8.3%
Q1 2023$3,780,395
+4.5%
40,755
+2.0%
0.23%
+5.0%
Q4 2022$3,615,948
+6.4%
39,964
+5.5%
0.22%
-6.4%
Q3 2022$3,399,000
-31.4%
37,895
-26.8%
0.23%
-4.5%
Q2 2022$4,957,000
-7.4%
51,774
-1.6%
0.24%
+6.5%
Q1 2022$5,355,000
-14.0%
52,622
-7.6%
0.23%
-3.0%
Q4 2021$6,227,000
+0.4%
56,922
+1.5%
0.24%
-0.4%
Q3 2021$6,205,000
+7.7%
56,072
+7.9%
0.24%
+5.8%
Q2 2021$5,760,000
+4.1%
51,963
+3.7%
0.22%
+46.1%
Q1 2021$5,531,000
-1.7%
50,112
-2.3%
0.15%
-31.9%
Q4 2020$5,628,000
-5.6%
51,299
-3.2%
0.23%
-26.9%
Q3 2020$5,961,000
-3.9%
53,003
-4.7%
0.31%
-10.4%
Q2 2020$6,200,000
+6.3%
55,607
+2.1%
0.34%
-12.0%
Q1 2020$5,833,000
-2.5%
54,488
-1.4%
0.39%
+22.9%
Q4 2019$5,984,000
+0.2%
55,236
+0.3%
0.32%
-10.6%
Q3 2019$5,972,000
+5.3%
55,047
+4.3%
0.36%
+1.4%
Q2 2019$5,671,000
-3.5%
52,770
-5.2%
0.35%
-9.3%
Q1 2019$5,876,000
+139.3%
55,693
+132.5%
0.39%
+113.2%
Q4 2018$2,456,000
+6.4%
23,955
-3.7%
0.18%
+18.2%
Q3 2018$2,308,000
-70.1%
24,867
-66.7%
0.15%
-74.4%
Q2 2018$7,707,000
+11.5%
74,682
+13.9%
0.60%
-0.5%
Q1 2018$6,913,000
+496.5%
65,582
+499.7%
0.60%
+480.8%
Q4 2017$1,159,000
+8.6%
10,936
+9.4%
0.10%
-1.9%
Q3 2017$1,067,000
+104.0%
9,996
+102.6%
0.11%
+96.3%
Q2 2017$523,000
+0.8%
4,935
+0.0%
0.05%0.0%
Q1 2017$519,000
-10.7%
4,934
-11.7%
0.05%
-29.9%
Q4 2016$581,000
-1.9%
5,587
+1.9%
0.08%
-3.8%
Q3 2016$592,000
-5.0%
5,484
-5.4%
0.08%
-11.1%
Q2 2016$623,000
-7.4%
5,798
-9.4%
0.09%
-12.6%
Q1 2016$673,0006,4010.10%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders