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

GeoWealth 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
2025
Q3 		– Sell
-22,642
Closed -$305K – 1204
2025
Q2 		$305K Buy
22,642
+2,288
+11% +$30K 0.01% 538
2025
Q1 		$269K Buy
+20,354
New +$257K 0.01% 579

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GeoWealth Management's TYA Position: Q3 2025 in Review

GeoWealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2025, closing a stake of 22,642 shares — an estimated $305K sold.

GeoWealth Management first reported a position in TYA in Q1 2025 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 39 funds tracked by Wall St. Rank hold TYA as of Q3 2025.

  • GeoWealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 22,642 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $305K.
  • GeoWealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q1 2025 and held it in 2 quarters.
  • GeoWealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $305K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.