Integris Wealth Management, LLC PCQ Position History

PIMCO California Municipal Income Fund • Financial Services

Quarters held

Latest value

$92K

Q3 2026

Peak value

$92K

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$92K	11.9K	—	—

Other funds holding PCQ

Advisors Asset Management, Inc.

$14.8M

Advisors Asset Management, Inc.

$10.4M

Advisors Asset Management, Inc.

$10.1M

Advisors Asset Management, Inc.

$10.1M

Hennion & Walsh Asset Management, Inc.

$9.2M

Advisors Asset Management, Inc.

$8.1M

Advisors Asset Management, Inc.

$8.1M

Hennion & Walsh Asset Management, Inc.

$6.9M

Other Integris Wealth Management, LLC positions

VGES

VANGUARD BD INDEX FDS

$72.5M

VGES

VANGUARD BD INDEX FDS

$70M

VGES

VANGUARD BD INDEX FDS

$66.9M

VGES

VANGUARD BD INDEX FDS

$64.3M

VGES

VANGUARD BD INDEX FDS

$60.7M

VGES

VANGUARD TAX-MANAGED FDS

$48.7M

VGES

VANGUARD INDEX FDS

$46.4M

VGES

VANGUARD TAX-MANAGED FDS

$44.4M