GWM
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Geneos Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Geneos Wealth Management’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85K Buy
45
+1
+2% +$40 ﹤0.01% 2339
2026
Q1 		$1.62K Hold
44
– – ﹤0.01% 2348
2025
Q4 		$1.74K Hold
44
– – ﹤0.01% 2340
2025
Q3 		$1.75K Buy
+44
New +$1.69K ﹤0.01% 2339

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 2.3% in Q2 2026, buying an estimated $40 and bringing the position to 45 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Geneos Wealth Management first reported a position in SPD in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Geneos Wealth Management held 45 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.85K as of Q2 2026.
  • Geneos Wealth Management bought 1 Simplify US Equity PLUS Downside Convexity ETF share in Q2 2026, an estimated $40.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2339 holding.
  • Geneos Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

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