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LONZLONZ
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in PIMCO ETF TR

Yes. AE Wealth Management holds 11,198 shares of LONZ, worth $552,198, as of its Q2 2026 13F filing. It reduced the position by 760 shares (-6.4%) from Q1 2026. AE Wealth Management has held LONZ since Q2 2024, across 9 quarterly 13F filings.

Current Value

$552,198

Current Shares

11,198

Total Value Change

+$221,874

Total Shares Change

+4,578

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,198
-6.4%
$552,1980.0%$48.36
0
2026-Q1
Decreased
11,958
-25.9%
$590,4920.0%$47.35
0
2025-Q4
Increased
16,132
+3.1%
$811,1030.0%$47.48
26
2025-Q3
Decreased
15,648
-55.3%
$799,1530.0%$47.04
0
2025-Q2
Decreased
35,032
-0.7%
$1.8M0.0%$46.17
0
2025-Q1
Increased
35,274
+3.7%
$1.8M0.0%$44.99
27
2024-Q4
Increased
34,003
+247.2%
$1.7M0.0%$45.20
41
2024-Q3
Increased
9,795
+25.9%
$500,9190.0%$43.83
30
2024-Q2
New
7,777
-
$397,8210.0%$43.10
33
2023-Q3
Exited
0
-100.0%
$00.0%$39.93
0
2023-Q2
New
6,620
-
$330,3240.0%$38.77
33

Other major holders of LONZ: Allianz Asset Management GmbH

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