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Simplify Exchange Traded Fun shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $294k 11k 27.26

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

CWM
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Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Wiley Bros.-aintree Capital
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun