Geneos Wealth Management Inc. Pimco Rafi Dynamic Multi Facto Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 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 $15,934. This represents 0.0% of its overall portfolio holdings.
Number of Shares
285
Previous 85
235.29%
Holding current value
$15,934
Previous $4,000
275.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MFUS
# of Institutions
28Shares Held
2.77MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.33MShares$74.6 Million27.86% of portfolio
-
Austin Wealth Management, LLC Austin, TX581KShares$32.5 Million5.49% of portfolio
-
Baker Ellis Asset Management LLC229KShares$12.8 Million1.74% of portfolio
-
Williams & Novak, LLC Westlake Village, CA146KShares$8.18 Million6.65% of portfolio
-
Entrewealth, LLC Austin, TX114KShares$6.38 Million4.22% of portfolio