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Geneos Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Geneos Wealth Management’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.95K Buy
131
+2
+2% +$46 ﹤0.01% 2254
2025
Q4 		$3.01K Sell
129
-89
-41% -$2.08K ﹤0.01% 2253
2025
Q3 		$5.17K Buy
+218
New +$5.23K ﹤0.01% 2134

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify Opportunistic Income ETF (CRDT) stake by 1.6% in Q1 2026, buying an estimated $46 and bringing the position to 131 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Geneos Wealth Management first reported a position in CRDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.17K in Q3 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Geneos Wealth Management held 131 shares of Simplify Opportunistic Income ETF worth $2.95K as of Q1 2026.
  • Geneos Wealth Management bought 2 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $46.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2254 holding.
  • Geneos Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Simplify Opportunistic Income ETF position peaked at $5.17K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

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