GWM
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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
Q2 		$3.12K Buy
133
+2
+2% +$46 ﹤0.01% 2271
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 $356M AUM 16.16% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify Opportunistic Income ETF (CRDT) stake by 1.5% in Q2 2026, buying an estimated $46 and bringing the position to 133 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Geneos Wealth Management first reported a position in CRDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.17K in Q3 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Geneos Wealth Management held 133 shares of Simplify Opportunistic Income ETF worth $3.12K as of Q2 2026.
  • Geneos Wealth Management bought 2 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $46.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2271 holding.
  • Geneos Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and has held it in 4 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 Q2 2026.

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