Greykasell Wealth Strategies, Inc.
Position in AGGH — Simplify Aggregate Bond ETF
CIK 2041220
DANVILLE, CA
Position in AGGH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$822,109
+$7,234 QoQ
Shares Held
40,759
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#13
of 27 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,109 | 40,759 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $814,875 | 40,043 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $814,172 | 39,332 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $799,488 | 38,604 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $382,686 | 18,541 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $384,718 | 18,190 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||