Back to PDO
Perigon Wealth Management, LLC → PDO
Perigon Wealth Management, LLC PDO Position History
Pimco Dynamic Income Opportunities Fund • Financial Services
Quarters held
4
Latest value
$165K
Q3 2026
Peak value
$225K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $225K |
| Q1 2026 | $177K |
| Q2 2026 | $185K |
| Q3 2026 | $165K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $165K | 13.9K | — | — |
| Q2 2026 | $185K | 14.0K | — | — |
| Q1 2026 | $177K | 13.7K | — | — |
| Q4 2025 | $225K | 16.2K | — | — |
Other funds holding PDO
$423.2M
$74.7M
$68.4M
$66.3M
$65.8M