GWM
SPD icon

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
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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Geneos Wealth Management held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 44 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Geneos Wealth Management first reported a position in SPD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.75K in Q3 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Geneos Wealth Management held 44 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.62K as of Q1 2026.
  • Geneos Wealth Management left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q1 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2348 holding.
  • Geneos Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.75K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

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