Geo Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,194 shares of CTA stock, worth $305,260. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,194

Previous 11,816 5.26%

Holding current value

$305,260

Previous $315,000 0.63%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$26.46 - $28.43 $16,458 - $17,683	-622 Reduced 5.26%	11,194 $313,000
Q2 2025 Aug 13, 2025	SELL	$26.61 - $29.9 $4,177 - $4,694	-157 Reduced 1.31%	11,816 $315,000
Q1 2025 May 09, 2025	SELL	$27.81 - $30.21 $299,235 - $325,059	-10,760 Reduced 47.33%	11,973 $354,000
Q4 2024 Feb 13, 2025	SELL	$25.8 - $28.97 $144,170 - $161,884	-5,588 Reduced 19.73%	22,733 $634,000
Q3 2024 Nov 12, 2024	BUY	$25.73 - $27.07 $696,356 - $732,622	27,064 Added 2153.06%	28,321 $736,000

Q2 2024 Aug 12, 2024	BUY	$25.27 - $28.23 $6,519 - $7,283	258 Added 25.83%	1,257 $33,000
Q1 2024 May 15, 2024	SELL	$23.53 - $25.79 $23,506 - $25,764	-999 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$23.53 - $25.79 $23,506 - $25,764	999 New	999 $24,000

Others Institutions Holding CTA

# of Institutions

202

Shares Held

28.3M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
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Geo Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History