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

Geneos Wealth Management’s Portfolio SPYC Stock Details SPYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94K Buy
43
+1
+2% +$44 ﹤0.01% 2327
2026
Q1 		$1.67K Hold
42
– – ﹤0.01% 2345
2025
Q4 		$1.81K Hold
42
– – ﹤0.01% 2334
2025
Q3 		$1.81K Buy
+42
New +$1.75K ﹤0.01% 2332

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 2.4% in Q2 2026, buying an estimated $44 and bringing the position to 43 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Geneos Wealth Management first reported a position in SPYC in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Geneos Wealth Management held 43 shares of Simplify US Equity PLUS Convexity ETF worth $1.94K as of Q2 2026.
  • Geneos Wealth Management bought 1 Simplify US Equity PLUS Convexity ETF share in Q2 2026, an estimated $44.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2327 holding.
  • Geneos Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

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