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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
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Geneos Wealth Management's CDX Position: Q1 2026 in Review

Geneos Wealth Management increased its Simplify High Yield ETF (CDX) stake by 2.8% in Q1 2026, buying an estimated $44 and bringing the position to 73 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Geneos Wealth Management first reported a position in CDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.6K in Q3 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Geneos Wealth Management held 73 shares of Simplify High Yield ETF worth $1.55K as of Q1 2026.
  • Geneos Wealth Management bought 2 Simplify High Yield ETF shares in Q1 2026, an estimated $44.
  • Simplify High Yield ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2352 holding.
  • Geneos Wealth Management first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Simplify High Yield ETF position peaked at $1.6K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.