Geneos Wealth Management’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Geneos Wealth Management’s Portfolio WLDR Stock Details WLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-316	Closed	-$6K	–	3015
2020 Q3	$6K	Buy	316 +36	+13%	+$733	﹤0.01%	2144
2020 Q2	$5K	Sell	280 -1,785	-86%	-$33.6K	﹤0.01%	2174
2020 Q1	$34K	Buy	2,065 +1,785	+638%	+$38.6K	﹤0.01%	1291
2019 Q4	$6K	Sell	280 -31	-10%	-$715	﹤0.01%	2158
2019 Q3	$6K	Buy	311 +184	+145%	+$4.05K	﹤0.01%	2078
2019 Q2	$2K	Buy	+127	New	+$2.83K	﹤0.01%	2347

Other funds holding WLDR

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's WLDR Position: Q4 2020 in Review

Geneos Wealth Management sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q4 2020, closing a stake of 316 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in WLDR in Q2 2019 and held it in 6 quarters. The position peaked at $34K in Q1 2020. 5 funds tracked by Wall St. Rank hold WLDR as of Q4 2020.

Geneos Wealth Management reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 316 Simplify Affinity World Leaders Equity ETF shares in Q4 2020, an estimated $6K.
Geneos Wealth Management first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2019 and held it in 6 quarters.
Geneos Wealth Management's Simplify Affinity World Leaders Equity ETF position peaked at $34K in Q1 2020.
5 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.