Geneos Wealth Management Inc. Pimco Dynamic Income Fund Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,646 shares of PDI stock, worth $208,129. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,646
Previous 12,336
13.7%
Holding current value
$208,129
Previous $244,000
17.62%
% of portfolio
0.01%
Previous 0.01%
Shares
30 transactions
Others Institutions Holding PDI
# of Institutions
362Shares Held
83.6MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX22.4MShares$438 Million0.07% of portfolio
-
Morgan Stanley New York, NY12.6MShares$246 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$81.7 Million0.03% of portfolio
-
Gridiron Partners, LLC Wexford, PA3.38MShares$66.1 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$60 Million0.0% of portfolio
About PIMCO Dynamic Income Fund
- Ticker PDI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and comme...