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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 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 2,588 shares of LONZ stock, worth $130,745. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,588
Previous 3,250 20.37%
Holding current value
$130,745
Previous $163,000 19.63%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
68
Shares Held
12.4M
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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