Geneos Wealth Management
TYA icon

Geneos Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Geneos Wealth Management’s Portfolio TYA Stock Details TYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.42K Buy
503
+4
+0.8% +$51 ﹤0.01% 2118
2026
Q1 		$6.55K Buy
499
+3
+0.6% +$40 ﹤0.01% 2102
2025
Q4 		$6.7K Sell
496
-304
-38% -$4.18K ﹤0.01% 2070
2025
Q3 		$10.9K Buy
+800
New +$10.8K ﹤0.01% 1937

Other funds holding TYA

True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Magnolia Private Wealth
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Continuum Advisory
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Geneos Wealth Management increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 0.8% in Q2 2026, buying an estimated $51 and bringing the position to 503 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Geneos Wealth Management first reported a position in TYA in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q3 2025. 34 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Geneos Wealth Management held 503 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $6.42K as of Q2 2026.
  • Geneos Wealth Management bought 4 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $51.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2118 holding.
  • Geneos Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $10.9K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

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