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Geneos Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Geneos Wealth Management’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1K Buy
790
+5
+0.6% +$104 ﹤0.01% 1867
2026
Q1 		$16.6K Buy
785
+4
+0.5% +$87 ﹤0.01% 1842
2025
Q4 		$17.1K Sell
781
-604
-44% -$13.3K ﹤0.01% 1788
2025
Q3 		$30.3K Buy
+1,385
New +$30.3K ﹤0.01% 1564
2025
Q2 		– Sell
-2,297
Closed -$50.5K – 3223
2025
Q1 		$50.5K Buy
+2,297
New +$49.3K ﹤0.01% 1467

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.64% in Q2 2026, buying an estimated $104 and bringing the position to 790 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Geneos Wealth Management first reported a position in TUA in Q1 2025 and has held it in 5 quarters since. The position peaked at $50.5K in Q1 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Geneos Wealth Management held 790 shares of Simplify Short Term Treasury Futures Strategy ETF worth $16.1K as of Q2 2026.
  • Geneos Wealth Management bought 5 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $104.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1867 holding.
  • Geneos Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $50.5K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

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