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 Q2	$208K	Buy	5,314 +5,014	+1,671%	+$182K	﹤0.01%	975
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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 $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify Health Care ETF (PINK) stake by 1,671% in Q2 2026, buying an estimated $182K and bringing the position to 5,314 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Geneos Wealth Management first reported a position in PINK in Q1 2024 and has held it in 6 quarters since. The position peaked at $562K in Q3 2024. 76 funds tracked by Wall St. Rank hold PINK as of Q2 2026.

Geneos Wealth Management held 5,314 shares of Simplify Health Care ETF worth $208K as of Q2 2026.
Geneos Wealth Management bought 5,014 Simplify Health Care ETF shares in Q2 2026, an estimated $182K.
Simplify Health Care ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #975 holding.
Geneos Wealth Management first reported a position in Simplify Health Care ETF in Q1 2024 and has held it in 6 quarters since.
Geneos Wealth Management's Simplify Health Care ETF position peaked at $562K in Q3 2024.
76 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q2 2026.

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