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Geneos Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Geneos Wealth Management’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,234
Closed -$31.5K – 3084
2024
Q4 		$31.5K Hold
1,234
– – ﹤0.01% 1524
2024
Q3 		$30.9K Buy
+1,234
New +$30.3K ﹤0.01% 1382

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CWA
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Osaic Holdings
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CAM
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Truist Financial
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Commonwealth Equity Services
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Geneos Wealth Management's BUFD Position: Q1 2025 in Review

Geneos Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 1,234 shares — an estimated $31.5K sold.

Geneos Wealth Management first reported a position in BUFD in Q3 2024 and held it in 2 quarters. The position peaked at $31.5K in Q4 2024. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

  • Geneos Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,234 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $31.5K.
  • Geneos Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $31.5K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.