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Geneos Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

Geneos Wealth Management’s Portfolio HIGH Stock Details HIGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,809
Closed -$87.7K – 3117
2024
Q4 		$87.7K Buy
+3,809
New +$89.5K ﹤0.01% 1116

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WIM
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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Geneos Wealth Management's HIGH Position: Q1 2025 in Review

Geneos Wealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 3,809 shares — an estimated $87.7K sold.

Geneos Wealth Management first reported a position in HIGH in Q4 2024 and held it in 1 quarter. The position peaked at $87.7K in Q4 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Geneos Wealth Management reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 3,809 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $87.7K.
  • Geneos Wealth Management first reported a position in Simplify Enhanced Income ETF in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Simplify Enhanced Income ETF position peaked at $87.7K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.