Geneos Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 500 shares of CTA stock, worth $14,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 53,233 99.06%
Holding current value
$14,475
Previous $1.58 Million 99.17%
% of portfolio
0.0%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$26.61 - $29.9 $1.4 Million - $1.58 Million
-52,733 Reduced 99.06%
500 $13,000
Q1 2025

May 07, 2025
BUY
$27.81 - $30.21 $1.44 Million - $1.56 Million
51,659 Added 3282.02%
53,233 $1.58 Million
Q4 2024

Jan 21, 2025
BUY
$25.8 - $28.97 $27,709 - $31,113
1,074 Added 214.8%
1,574 $43,000
Q4 2023

Jan 26, 2024
BUY
$23.52 - $27.59 $11,760 - $13,795
500 New
500 $11,000
Q2 2023

Aug 08, 2023
BUY
$23.37 - $25.85 $115,260 - $127,492
4,932 New
4,932 $125,000

Others Institutions Holding CTA

# of Institutions
197
Shares Held
24.4M
Call Options Held
36.9K
Put Options Held
15.6K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email