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GeoWealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History

GeoWealth Management’s Portfolio HIGH Stock Details HIGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,139
Closed -$579K – 1380
2024
Q4 		$579K Sell
25,139
-4,163
-14% -$97.8K 0.02% 435
2024
Q3 		$687K Sell
29,302
-1,336
-4% -$31.8K 0.02% 397
2024
Q2 		$745K Buy
30,638
+2,036
+7% +$49.7K 0.03% 334
2024
Q1 		$698K Buy
28,602
+20,836
+268% +$511K 0.03% 361
2023
Q4 		$191K Buy
+7,766
New +$192K 0.02% 513

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

GeoWealth Management's HIGH Position: Q1 2025 in Review

GeoWealth Management sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 25,139 shares — an estimated $579K sold.

GeoWealth Management first reported a position in HIGH in Q4 2023 and held it in 5 quarters. The position peaked at $745K in Q2 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • GeoWealth Management reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 25,139 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $579K.
  • GeoWealth Management first reported a position in Simplify Enhanced Income ETF in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's Simplify Enhanced Income ETF position peaked at $745K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.