Geneos Wealth Management Inc. Simplify Exch.Trad Fds Simplif Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 70 shares of CDX stock, worth $1,585. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,585

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 22, 2025	BUY	$22.78 - $23.33 $1,594 - $1,633	70 New	70 $1,000

Others Institutions Holding CDX

# of Institutions

Shares Held

9.53M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$18 Million
0.01% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

647K
Shares

$14.7 Million
1.86% of portfolio

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About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Simplify Exch.Trad Fds Simplif Transaction History