Geneos Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Geneos Wealth Management’s Portfolio BMAR Stock Details BMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.4K	Hold	320	–	–	﹤0.01%	1831
2026 Q1	$16.8K	Hold	320	–	–	﹤0.01%	1836
2025 Q4	$17K	Hold	320	–	–	﹤0.01%	1792
2025 Q3	$16.5K	Hold	320	–	–	﹤0.01%	1797
2025 Q2	$15.7K	Buy	320 +160	+100%	+$7.4K	﹤0.01%	2139
2025 Q1	$7.29K	Hold	160	–	–	﹤0.01%	2390
2024 Q4	$7.38K	Hold	160	–	–	﹤0.01%	2181
2024 Q3	$7.2K	Hold	160	–	–	﹤0.01%	1948
2024 Q2	$6.91K	Hold	160	–	–	﹤0.01%	1635
2024 Q1	$6.67K	Buy	+160	New	+$6.49K	﹤0.01%	1650

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geneos Wealth Management's BMAR Position: Q2 2026 in Review

Geneos Wealth Management held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 320 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Geneos Wealth Management first reported a position in BMAR in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Geneos Wealth Management held 320 shares of Innovator US Equity Buffer ETF March worth $18.4K as of Q2 2026.
Geneos Wealth Management left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1831 holding.
Geneos Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.