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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
Q2 		$55.7K Hold
1,058
– – ﹤0.01% 1417
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 Buy
1,058
+298
+39% +$13.3K ﹤0.01% 1571
2025
Q1 		$33.5K Sell
760
-3,669
-83% -$166K ﹤0.01% 1692
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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: Q2 2026 in Review

Geneos Wealth Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 1,058 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Geneos Wealth Management first reported a position in BUFF in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.77M in Q1 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Geneos Wealth Management held 1,058 shares of Innovator Laddered Allocation Power Buffer ETF worth $55.7K as of Q2 2026.
  • Geneos Wealth Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1417 holding.
  • Geneos Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.77M in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

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