GeoWealth Management, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1593387
CHICAGO, IL
Position in BILZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,236
-$6,320 QoQ
Shares Held
141
-30.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BILZ Over Time
Shares Held
Position Value (USD)
All Filings in BILZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,236 | 141 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,556 | 204 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $20,642 | 204 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,862,905 | 38,171 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,696,474 | 26,645 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,141,450 | 31,159 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,552,667 | 25,219 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,927,572 | 19,066 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $666,275 | 6,587 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $310,675 | 3,087 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||