GK Wealth Management’s Simplify Bond Bull ETF RFIX Stock Holding History

GK Wealth Management’s Portfolio RFIX Stock Details RFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69.5K	Buy	+1,973	New	+$72.1K	0.04%	381
2025 Q4	–	Sell	-6,028	Closed	-$257K	–	215
2025 Q3	$257K	Sell	6,028 -1,353	-18%	-$59.4K	0.19%	133
2025 Q2	$359K	Sell	7,381 -5,420	-42%	-$269K	0.32%	81
2025 Q1	$685K	Buy	+12,801	New	+$668K	0.78%	31

Other funds holding RFIX

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

GK Wealth Management's RFIX Position: Q3 2026 in Review

GK Wealth Management opened a new position in Simplify Bond Bull ETF (RFIX) in Q3 2026: 1,973 shares worth $69.5K. The stake represents 0.04% of the portfolio and ranks #381 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in RFIX as recently as Q3 2025.

GK Wealth Management first reported a position in RFIX in Q1 2025 and has held it in 4 quarters since. The position peaked at $685K in Q1 2025. 3 funds tracked by Wall St. Rank hold RFIX as of Q3 2026.

GK Wealth Management held 1,973 shares of Simplify Bond Bull ETF worth $69.5K as of Q3 2026.
Simplify Bond Bull ETF was a new GK Wealth Management position in Q3 2026.
Simplify Bond Bull ETF made up 0.04% of GK Wealth Management's portfolio in Q3 2026, its #381 holding.
GK Wealth Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 4 quarters since.
GK Wealth Management's Simplify Bond Bull ETF position peaked at $685K in Q1 2025.
3 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.