Geneos Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.3K	Hold	1,058	–	–	﹤0.01%	1409
2025 Q4	$52.8K	Hold	1,058	–	–	﹤0.01%	1369
2025 Q3	$51.7K	Hold	1,058	–	–	﹤0.01%	1376
2025 Q2	$49.7K	Sell	1,058 -991	-48%	-$44.4K	﹤0.01%	1571
2025 Q1	$90.3K	Sell	2,049 -2,380	-54%	-$107K	﹤0.01%	1624
2024 Q4	$199K	Sell	4,429 -232	-5%	-$10.4K	0.01%	835
2024 Q3	$206K	Buy	4,661 +1,300	+39%	+$56.3K	0.01%	768
2024 Q2	$144K	Sell	3,361 -39,056	-92%	-$1.64M	0.01%	782
2024 Q1	$1.77M	Buy	42,417 +39,585	+1,398%	+$1.62M	0.08%	270
2023 Q4	$114K	Hold	2,832	–	–	0.01%	801
2023 Q3	$106K	Sell	2,832 -2,480	-47%	-$94.5K	0.01%	855
2023 Q2	$201K	Hold	5,312	–	–	0.01%	683
2023 Q1	$191K	Hold	5,312	–	–	0.01%	662
2022 Q4	$183K	Sell	5,312 -400	-7%	-$13.6K	0.01%	650
2022 Q3	$185K	Sell	5,712 -5,537	-49%	-$189K	0.01%	621
2022 Q2	$374K	Sell	11,249 -1,000	-8%	-$34.2K	0.02%	578
2022 Q1	$439K	Buy	+12,249	New	+$433K	0.02%	563

Other funds holding BUFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

Geneos Wealth Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 1,058 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Geneos Wealth Management first reported a position in BUFF in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.77M in Q1 2024. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

Geneos Wealth Management held 1,058 shares of Innovator Laddered Allocation Power Buffer ETF worth $52.3K as of Q1 2026.
Geneos Wealth Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1409 holding.
Geneos Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and has held it in 17 quarters since.
Geneos Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.77M in Q1 2024.
151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

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