Geneos Wealth Management
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Geneos Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

Geneos Wealth Management’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56K Buy
74
+1
+1% +$21 ﹤0.01% 2364
2026
Q1 		$1.55K Buy
73
+2
+3% +$44 ﹤0.01% 2352
2025
Q4 		$1.59K Buy
71
+1
+1% +$23 ﹤0.01% 2357
2025
Q3 		$1.6K Buy
+70
New +$1.61K ﹤0.01% 2353

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Drive Wealth Management
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Geneos Wealth Management's CDX Position: Q2 2026 in Review

Geneos Wealth Management increased its Simplify High Yield ETF (CDX) stake by 1.4% in Q2 2026, buying an estimated $21 and bringing the position to 74 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Geneos Wealth Management first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6K in Q3 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Geneos Wealth Management held 74 shares of Simplify High Yield ETF worth $1.56K as of Q2 2026.
  • Geneos Wealth Management bought 1 Simplify High Yield ETF share in Q2 2026, an estimated $21.
  • Simplify High Yield ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2364 holding.
  • Geneos Wealth Management first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Simplify High Yield ETF position peaked at $1.6K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.