Geneos Wealth Management Inc. Simplify Exchange Traded Fds S Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 800 shares of TYA stock, worth $10,168. This represents 0.0% of its overall portfolio holdings.
Number of Shares
800Holding current value
$10,168% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding TYA
# of Institutions
42Shares Held
3.79MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH826KShares$10.5 Million3.27% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI373KShares$4.74 Million0.38% of portfolio
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Ae Wealth Management LLC341KShares$4.33 Million0.03% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA313KShares$3.98 Million4.66% of portfolio
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Magnolia Private Wealth, LLC Philadelphia, PA266KShares$3.38 Million2.36% of portfolio