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Simplify Exchange Traded Fun shares owned by GeoWealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 64k 20.35

More positions owned by GeoWealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds State Street Spd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds State Street Spd (SPEM)

View all positions for GeoWealth Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
WCG Wealth Advisors
Sowell Financial Services
Envestnet Asset Management
LPL Financial
WealthPlan Investment Management
AE Wealth Management
Stadion Money Management
Advisor Group Holdings
Great Diamond Partners
Brookwood Investment Group
Prevail Innovative Wealth Advisors
Park Edge Advisors
Principal Securities
Elevated Capital Advisors

View all funds holding Simplify Exchange Traded Fun