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GenWealth Group, Inc. → PDI

GenWealth Group, Inc. PDI Position History

PIMCO Dynamic Income Fund

Quarters held
8
Latest value
$389K
Q3 2026
Peak value
$26.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$22.2M
Q4 2025$16.2M
Q1 2026$24.7M
Q1 2026$343K
Q2 2026$26.1M
Q2 2026$453K
Q3 2026$23.8M
Q3 2026$389K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$389K27.7K——
Q3 2026$23.8M441.1K——
Q2 2026$453K27.1K——
Q2 2026$26.1M406.8K——
Q1 2026$343K20.1K——
Q1 2026$24.7M386.3K——
Q4 2025$16.2M253.2K——
Q3 2025$22.2M326.0K——

Other funds holding PDI

Other GenWealth Group, Inc. positions

BLK

ISHARES TR

$82.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$58.5M
IAU

ISHARES GOLD TR

$58.2M
IAU

ISHARES GOLD TR

$56.7M
IAU

ISHARES GOLD TR

$55.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$55.1M
IAU

ISHARES GOLD TR

$52.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$52M