Simplify Exchange Traded Fun shares owned by GeoWealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) 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
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 11k | 27.97 |
| 2025-06-30 | $316k | 12k | 26.74 |
| 2025-03-31 | $354k | 12k | 29.60 |
| 2024-12-31 | $634k | 23k | 27.89 |
| 2024-09-30 | $736k | 28k | 26.00 |
| 2024-06-30 | $34k | 1.3k | 26.92 |
| 2024-03-31 | $0 | 0 | 0.00 |