Geneos Wealth Management
BUFG icon

Geneos Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Geneos Wealth Management’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.72M Sell
224,590
-591
-0.3% -$17.6K 0.13% 176
2026
Q2 		$6.6M Buy
225,181
+4,582
+2% +$132K 0.13% 177
2026
Q1 		$5.93M Buy
220,599
+2,015
+0.9% +$55.4K 0.14% 179
2025
Q4 		$6.02M Buy
218,584
+6,616
+3% +$180K 0.15% 170
2025
Q3 		$5.71M Sell
211,968
-737
-0.3% -$19.3K 0.14% 179
2025
Q2 		$5.43M Buy
212,705
+85,502
+67% +$2.07M 0.13% 189
2025
Q1 		$3.03M Buy
127,203
+14,310
+13% +$352K 0.1% 239
2024
Q4 		$2.77M Buy
112,893
+3,713
+3% +$90.8K 0.1% 230
2024
Q3 		$2.63M Buy
109,180
+10,800
+11% +$253K 0.1% 237
2024
Q2 		$2.28M Buy
98,380
+9,925
+11% +$224K 0.1% 232
2024
Q1 		$1.99M Buy
88,455
+42,330
+92% +$926K 0.09% 253
2023
Q4 		$982K Buy
+46,125
New +$936K 0.05% 325

Other funds holding BUFG

Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Geneos Wealth Management's BUFG Position: Q3 2026 in Review

Geneos Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.26% in Q3 2026, selling an estimated $17.6K and leaving 224,590 shares worth $6.72M. The position accounts for 0.13% of the portfolio, ranked #176.

Geneos Wealth Management first reported a position in BUFG in Q4 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

  • Geneos Wealth Management held 224,590 shares of FT Vest Buffered Allocation Growth ETF worth $6.72M as of Q3 2026.
  • Geneos Wealth Management sold 591 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $17.6K.
  • FT Vest Buffered Allocation Growth ETF made up 0.13% of Geneos Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Geneos Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.