Geneos Wealth Management Inc. Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 226 shares of ZROZ stock, worth $15,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares
226
Previous 65 247.69%
Holding current value
$15,142
Previous $4,000 275.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
BUY
$62.57 - $69.12 $10,073 - $11,128
161 Added 247.69%
226 $15,000
Q1 2025

May 07, 2025
SELL
$65.49 - $74.67 $458 - $522
-7 Reduced 9.72%
65 $4,000
Q2 2024

Jul 23, 2024
BUY
$69.84 - $79.34 $4,539 - $5,157
65 Added 928.57%
72 $5,000
Q1 2024

May 03, 2024
SELL
$75.85 - $84.7 $2,275 - $2,541
-30 Reduced 81.08%
7 $0
Q4 2023

Jan 26, 2024
BUY
$64.83 - $87.83 $907 - $1,229
14 Added 60.87%
37 $3,000
Q3 2023

Oct 11, 2023
BUY
$72.44 - $91.19 $1,159 - $1,459
16 Added 228.57%
23 $1,000
Q3 2022

Nov 14, 2022
BUY
$91.11 - $114.13 $637 - $798
7 New
7 $0

Others Institutions Holding ZROZ

# of Institutions
153
Shares Held
11.9M
Call Options Held
173K
Put Options Held
188K
View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

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