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Simplify Exchange Traded Fun shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) 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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9k 131 22.51
2025-12-31 $3.0k 129 23.32
2025-09-30 $5.2k 218 23.71

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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Norfolk Southern (NSC)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Geneos Wealth Management

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun