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Simplify Health Care Etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Simplify Health Care Etf (PINK) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Simplify Health Care Etf

Tip: Access up to 7 years of quarterly data

All positions including Simplify Health Care Etf 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 Health Care Etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $440k 14k 31.40
2024-03-31 $433k 14k 30.92

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Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
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Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Simplify Health Care Etf

LPL Financial
Gladstone Institutional Advisory
Diversify Advisory Services
Fortis Group Advisors
Wealth Enhancement Advisory Services
Lee, Danner & Bass
Stifel Financial
CIBC World Markets
Susquehanna International
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
TAP Consulting
U.S. Capital Wealth Advisors
Ausdal Financial Partners
Private Advisor
D. E. Shaw & Co

View all funds holding Simplify Health Care Etf