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Geneos Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Geneos Wealth Management’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5K Sell
30
-27,300
-100% -$1.37M ﹤0.01% 2883
2025
Q1 		$3.07M Buy
27,330
+19,953
+270% +$2.24M 0.04% 391
2024
Q4 		$367K Buy
+7,377
New +$367K 0.01% 658