Financial Gravity Companies, Inc. PONAX — PIMCO INCOME A

Ownership history in Financial Gravity Companies, Inc.  ·  4 quarters on record

AI Ownership Summary

Financial Gravity Companies, Inc. reported PIMCO INCOME A (PONAX) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows PONAX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PONAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Companies, Inc.'s position in PIMCO INCOME A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PONAX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Companies, Inc. held PONAX — position size vs. price
% of Fund (quarterly)    PONAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — — — — 0.00% $3 2026-08-05 $10.72
2025 Q2 UNCHANGED — — — — — — 0.00% $3 2025-08-08 $10.20
2024 Q4 UNCHANGED — — — — — — 0.00% $3 2025-02-14 $9.78
2024 Q3 INITIATED — — — — — — 0.00% $3 2024-11-14 $9.54

🏢 Other funds also holding PONAX

As of 2026 Q2 — sorted by position size

Estabrook Capital Management 3Y 7Y 0.0% Coston, McIsaac & Partners 3Y 0.0%

FAQ About Financial Gravity Companies, Inc. and PONAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Companies, Inc. reported owning PONAX?

Financial Gravity Companies, Inc. reported PONAX across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PONAX position in Financial Gravity Companies, Inc.'s portfolio?

The largest reported portfolio weight for PONAX was 0.00% in 2024 Q3.

What is the latest reported PONAX position on this page?

The latest section of the table and chart shows the most recent reported PONAX position for Financial Gravity Companies, Inc..

What does the chart on this PONAX ownership page compare?

The chart compares Financial Gravity Companies, Inc.'s quarterly PONAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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