Geneos Wealth Management Inc. Pimco Rafi Dynamic Multi Facto Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 285 shares of MFUS stock, worth $15,806. This represents 0.0% of its overall portfolio holdings.
Number of Shares
285
Previous 285
-0.0%
Holding current value
$15,806
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MFUS
# of Institutions
31Shares Held
3.14MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.31MShares$72.5 Million28.03% of portfolio
-
Austin Wealth Management, LLC Austin, TX587KShares$32.5 Million5.13% of portfolio
-
Baker Ellis Asset Management LLC227KShares$12.6 Million1.64% of portfolio
-
Marshall Investment Management, LLC Littleton, CO159KShares$8.79 Million4.72% of portfolio
-
Williams & Novak, LLC Westlake Village, CA146KShares$8.12 Million6.34% of portfolio