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Simplify Exchange Traded Fun shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) 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
2026-06-30 $2.4k 48 49.06
2025-06-30 $1.5k 30 50.10
2025-03-31 $1.4M 27k 50.14
2024-12-31 $367k 7.4k 49.69

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 Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Norfolk Southern (NSC)
NVIDIA Corporation (NVDA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Geneos Wealth Management

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