Geneos Wealth Management »

Simplify Exchange Traded Fun shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 500 24.95
2023-12-31 $12k 500 23.60
2023-06-30 $126k 4.9k 25.50

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Simplify Exchange Traded Fun

Orion Portfolio Solutions
Clear Creek Financial Management
LPL Financial
Peak Financial Advisors
Miracle Mile Advisors
Simplify Asset Management
Financial Enhancement
Wealth Enhancement Advisory Services
Wealthsource Partners
Jane Street
Aries Wealth Management
New York Life Investment Management
Royal Bank of Canada
FMA Wealth Management
Nwam

View all funds holding Simplify Exchange Traded Fun