Geneos Wealth Management Inc. Pimco ETF Tr Sr Ln Active Exch Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,843 shares of LONZ stock, worth $93,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,843
Previous 2,588 28.79%
Holding current value
$93,016
Previous $131,000 28.24%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$50.7 - $51.11 $37,771 - $38,076
-745 Reduced 28.79%
1,843 $94,000
Q2 2025

Aug 18, 2025
SELL
$48.48 - $50.99 $32,093 - $33,755
-662 Reduced 20.37%
2,588 $131,000
Q1 2025

May 21, 2025
SELL
$50.21 - $51.23 $9,740 - $9,938
-194 Reduced 5.63%
3,250 $163,000
Q1 2025

May 07, 2025
BUY
$50.21 - $51.23 $31,180 - $31,813
621 Added 22.0%
3,444 $173,000
Q4 2024

Jan 21, 2025
BUY
$50.81 - $51.59 $143,436 - $145,638
2,823 New
2,823 $144,000

Others Institutions Holding LONZ

# of Institutions
74
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

LONZ Quotes by TradingView
  • Ticker LONZ
  • Sector ETFs
  • Industry ETFs
More about LONZ
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