TriaGen Wealth Management »

Simplify Exchange Traded Fun shares owned by TriaGen Wealth Management

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

Historical chart of TriaGen 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 TriaGen 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 TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 101k 27.97

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core Div Grwth (DGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Chevron Corporation (CVX)
Take-Two Interactive Software (TTWO)
McDonald's Corporation (MCD)
Cheniere Energy Com New (LNG)

View all positions for TriaGen Wealth Management

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun