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 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	Sell	320 -160	-33%	-$7.4K	﹤0.01%	2139
2025 Q1	$21.9K	Buy	480 +320	+200%	+$14.9K	﹤0.01%	2286
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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management's BMAR Position: Q1 2026 in Review

Geneos Wealth Management held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 320 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Geneos Wealth Management first reported a position in BMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.9K in Q1 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Geneos Wealth Management held 320 shares of Innovator US Equity Buffer ETF March worth $16.8K as of Q1 2026.
Geneos Wealth Management left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1836 holding.
Geneos Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Geneos Wealth Management's Innovator US Equity Buffer ETF March position peaked at $21.9K in Q1 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.