Geneos Wealth Management
SPYC icon

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
Q3 		$1.94K Hold
43
– – ﹤0.01% 2927
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

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Austin Wealth Management
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EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Geneos Wealth Management's SPYC Position: Q3 2026 in Review

Geneos Wealth Management held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q3 2026 at 43 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Geneos Wealth Management first reported a position in SPYC in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold SPYC as of Q3 2026.

  • Geneos Wealth Management held 43 shares of Simplify US Equity PLUS Convexity ETF worth $1.94K as of Q3 2026.
  • Geneos Wealth Management left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q3 2026.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2927 holding.
  • Geneos Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.