Geneos Wealth Management’s Simplify Health Care ETF PINK Stock Holding History

Geneos Wealth Management’s Portfolio PINK Stock Details PINK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1K	Hold	300	–	–	﹤0.01%	1983
2025 Q4	$11K	Buy	+300	New	+$10.5K	﹤0.01%	1937
2024 Q4	–	Sell	-17,105	Closed	-$562K	–	2943
2024 Q3	$562K	Buy	17,105 +3,105	+22%	+$100K	0.02%	533
2024 Q2	$440K	Hold	14,000	–	–	0.02%	528
2024 Q1	$433K	Buy	+14,000	New	+$410K	0.02%	520

Other funds holding PINK

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

Geneos Wealth Management held its Simplify Health Care ETF (PINK) position steady in Q1 2026 at 300 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Geneos Wealth Management first reported a position in PINK in Q1 2024 and has held it in 5 quarters since. The position peaked at $562K in Q3 2024. 61 funds tracked by Wall St. Rank hold PINK as of Q1 2026.

Geneos Wealth Management held 300 shares of Simplify Health Care ETF worth $10.1K as of Q1 2026.
Geneos Wealth Management left its Simplify Health Care ETF share count unchanged in Q1 2026.
Simplify Health Care ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1983 holding.
Geneos Wealth Management first reported a position in Simplify Health Care ETF in Q1 2024 and has held it in 5 quarters since.
Geneos Wealth Management's Simplify Health Care ETF position peaked at $562K in Q3 2024.
61 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2026.

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