Geo Wealth Management, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$50.21 - $51.23 $215,099 - $219,469	-4,284 Reduced 30.22%	9,893 $498,000
Q4 2024 Feb 13, 2025	BUY	$50.81 - $51.59 $720,333 - $731,391	14,177 New	14,177 $724,000

Others Institutions Holding LONZ

# of Institutions

74

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

Allianz Asset Management Gmb H Munich, 2M

4.76M
Shares

$240 Million
0.3% of portfolio
Wealth Enhancement Advisory Services, LLC

1.34M
Shares

$67.4 Million
0.11% of portfolio
Advocacy Wealth Management Services, LLC

872K
Shares

$44 Million
2.32% of portfolio
State Of New Jersey Common Pension Fund D

450K
Shares

$22.7 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

399K
Shares

$20.1 Million
0.01% of portfolio

About PIMCO ETF TR SR LN ACTIVE EXCH

Ticker LONZ
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