PGP PIMCO Global StockPLUS & Income Fund

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

PGP — —
Key stats
About
Exchange
XNYS
Market Cap
$0.1B
List Date
2005-05-26
CIK
0001318025
Homepage
https://www.pimco.com

PIMCO Global Stocksplus & Income Fund is a closed-end management investment company. The objective of the fund is to seek a total return comprised of current income, current gains, as well as long-term capital appreciation. The fund invests a majority of the fund's net assets in a combination of securities and instruments that provide exposure to stocks and or produce income.

Fund profile
International Equity Global PIMCO Global Actively managed
Expense ratio
—
Assets
$94M
shares × price, Oct 21, 2026
Trailing yield
—
Average daily volume
$404K
30 sessions
Holdings
—
Listed
May 26, 2005
NYSE
FrenzyCap ETF score
27
how it is built
Costn/a
Liquidity20
Scale36
Diversificationn/a

Moves with. US large-cap stocks (34% of its variance, beta 0.78); Gold (4% of its variance, beta 0.07). These factors explain 32% of its daily moves over the last year, so most of what drives this fund is something else.

Overlap toolAll Global ETFs

Similar funds
FundOverlapFeeAssets1Y
VTVanguard Total World Stock ETF—0.06%$82.2B+13.7%compare
ACWIiShares MSCI ACWI ETF—0.32%$33.0B+14.0%compare
CGGOCapital Group Global Growth Equity ETF—0.47%$11.9B+10.7%compare
IOOiShares Global 100 ETF—0.40%$9.3B+19.5%compare
URTHiShares MSCI World ETF—0.24%$8.9B+13.8%compare

The largest other funds in the Global category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan0.00%-7.07%15.82%0.93%3.08%0.65%2.23%
Feb2.56%-8.39%-9.71%-1.18%0.88%1.40%-2.41%
Mar2.31%0.32%0.68%-0.48%1.00%-10.72%-1.15%
Apr1.83%-11.33%0.68%-2.90%-2.42%9.02%-0.85%
May-0.54%0.12%-2.30%0.99%2.30%-2.53%-0.33%
Jun1.28%-5.96%-0.69%-0.66%2.85%-2.38%-0.93%
Jul-0.62%7.61%1.50%1.98%0.48%-2.19%1.46%
Aug0.18%-8.42%-3.92%3.47%1.80%2.32%-0.76%
Sep-3.82%-16.90%-7.54%4.09%1.30%-6.51%-4.90%
Oct3.76%-1.05%-7.10%-4.77%0.23%-2.31%*-1.87%
Nov-6.10%10.64%8.28%1.50%1.19%--3.10%
Dec3.93%-5.07%6.84%-4.31%3.05%--0.89%
Total4.36%-39.31%-0.33%-1.77%16.78%-13.61%-5.65%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $8.19
SMA 50: $8.45
SMA 200: $8.72
Current: $8.04
EMA 12: $8.14
EMA 26: $8.24
MACD: -0.1022 | Signal: -0.0036
BEARISH
ADX (14): 13.76
RANGE
+DI: 13.41
−DI: 16.17

Momentum Oscillators

RSI (14): 36.75
NEUTRAL
Stoch %K: 9.27
Stoch %D: 10.65
Williams %R: -97.73

Volume & Volatility

BB Upper: $8.40
BB Lower: $7.98
NEUTRAL
OBV: 1,054,273
Vol SMA 20: 34,118
Vol ROC: -57.86%
ATR: $0.15
True Range: $0.09
HV 20: 17.4%
HV 30: 15.3%
HV 60: 15.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: PGP

Executive Summary

BULLISH (Confidence Level: 7)

Key drivers:

  • Bullish MACD signal with a strong bullish momentum indicator
  • Trend direction is positive, supported by moving averages
  • Neutral news sentiment aligns with technical signals

Primary risks:

  • High volatility could lead to increased risk
  • If the stock breaks below support levels, bearish momentum could take over

Investment thesis: PGP's recent price action suggests a continued uptrend, driven by its strong fundamentals and positive market conditions. The bullish MACD signal and trend direction indicators provide further support for this thesis.

Recent news sentiment impact: Neutral news headlines do not significantly influence the stock's technical signals or overall assessment.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Bullish, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Resistance: $8.92 (upper Bollinger Band)
  • Support: $8.60 (lower Bollinger Band)

Momentum Signals: RSI: 53.75 (neutral), MACD signal line crossover: Bullish, Bollinger Bands position: Neutral

News & Sentiment Analysis

Recent Headlines Summary: Neutral news headlines do not significantly impact the stock's technical signals.

Sentiment Assessment: Neutral

Catalyst Identification: None identified in recent news headlines.

Market Narrative: Technical signals and market conditions align with neutral news sentiment, supporting a bullish outlook.

Risk & Volatility Assessment

Beta Interpretation: Low risk (beta 0.59), relative to the market.

Volatility Regime: Low volatility regime (stock moves less than market).

Options Market Signals: No options data available.

Downside Protection: Support levels: $8.60, $8.50

Market Context & Positioning

Sector Performance: Sector performance is neutral, with no significant impact on the stock's price action.

Institutional Activity: Institutional interest signals are mixed, with no clear indication of buying or selling pressure.

Correlation Analysis: Correlation with market: 0.51 (low correlation), suggesting that the stock moves relatively independently of the market.

Relative Valuation: PGP is trading within a defined range ($8.60-$8.92).

Key Levels & Action Items

Critical Price Levels: Resistance: $8.92, Support: $8.60

Breakout/Breakdown Levels: None identified in recent price action.

Time-Sensitive Catalysts: No earnings dates or significant news events scheduled for the near future.

Risk Management: Stop-loss levels: $8.50 (2% below current price), position sizing considerations: 1-2% of portfolio.

By analyzing PGP's technical indicators, recent news headlines, and risk metrics, I believe that a bullish outlook is supported by strong momentum and trend direction indicators. However, caution should be exercised due to the stock's high volatility regime and potential risks associated with breaking below support levels.

Generated
News
All PGP news →

PGP Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.6692
Alpha: -13.38%
Correlation: 0.5518
R-Squared: 30.4%
Stock Volatility: 15.4%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PGP
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$332K
0.00%
#4956 of 6285new13F
Rockefeller Capital Management Family office
Rockefeller family
$9K
0.00%
#4066 of 47290.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

PGP Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

32 filers1,880,844 shares$16.07M value
# Filer Shares Value % of Total % of Float Period
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 349,408 $3.01M 18.74% — 2026-06-30
2 Shaker Financial Services, LLC 319,717 $2.64M 16.42% — 2026-09-30
3 LPL Financial LLC Custodian 183,348 $1.58M 9.83% — 2026-06-30
4 COHEN & STEERS, INC. 138,801 $1.20M 7.44% — 2026-06-30
5 Morgan Stanley Custodian 112,576 $970.41K 6.04% — 2026-06-30
6 Kestra Advisory Services, LLC 89,993 $775.74K 4.83% — 2026-06-30
7 GUGGENHEIM CAPITAL LLC 82,670 $712.62K 4.43% — 2026-06-30
8 UBS Group AG Custodian 80,000 $689.60K 4.29% — 2026-06-30
9 TRUIST FINANCIAL CORP Custodian 78,290 $674.86K 4.20% — 2026-06-30
10 Envestnet Asset Management, Inc. 78,290 $674.86K 4.20% — 2026-06-30
11 Hennion & Walsh Asset Management, Inc. 52,645 $430.64K 2.68% — 2026-09-30
12 MAS Advisors LLC 47,967 $410.12K 2.55% — 2025-09-30
13 Cetera Investment Advisers Custodian 38,758 $334.10K 2.08% — 2026-06-30
14 Citadel Advisors LLC Custodian 38,483 $331.72K 2.06% — 2026-06-30
15 NewEdge Advisors, LLC 35,837 $308.92K 1.92% — 2026-06-30
16 COMMONWEALTH EQUITY SERVICES, LLC 25,412 $219.05K 1.36% — 2026-06-30
17 Royal Bank of Canada Custodian 21,880 $189.00K 1.18% — 2026-06-30
18 OSAIC HOLDINGS, INC. Custodian 21,892 $188.71K 1.17% — 2026-06-30
19 COMERICA BANK Custodian 15,401 $140.61K 0.87% — 2025-12-31
20 FIFTH THIRD BANCORP 15,400 $132.75K 0.83% — 2026-06-30
21 Argyle Capital Partners, LLC 13,985 $120.55K 0.75% — 2026-06-30
22 Owen LaRue, LLC 11,872 $102.34K 0.64% — 2026-06-30
23 CoreCap Advisors, LLC 10,500 $85.89K 0.53% — 2026-09-30
24 Wells Fargo & Company Custodian 7,361 $63.45K 0.39% — 2026-06-30
25 Thomas J. Herzfeld Advisors, Inc. 3,144 $27.10K 0.17% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

PGP Insider Trading (Form 4)

Latest: 2011-09-26
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2011-09-26 William H Gross Sell (S) −20,900 $18.01 -$376.4K EDGAR
2011-09-22 William H Gross Sell (S) −21,200 $19.17 -$406.3K EDGAR
2011-09-20 William H Gross Sell (S) −10,600 $19.23 -$203.8K EDGAR
2008-02-19 William H Gross Buy (P) +2,700 $21.22 $57.3K EDGAR
2007-05-29 Global Investors Of America L P Allianz Sell (S) −5,000 $27.80 -$139.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.