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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% +$55.5K 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

Geneos Wealth Management's BUFG Position: Q2 2026 in Review

Geneos Wealth Management increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 2.1% in Q2 2026, buying an estimated $132K and bringing the position to 225,181 shares worth $6.6M. The position accounts for 0.13% of the portfolio, ranked #177.

Geneos Wealth Management first reported a position in BUFG in Q4 2023 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Geneos Wealth Management held 225,181 shares of FT Vest Buffered Allocation Growth ETF worth $6.6M as of Q2 2026.
  • Geneos Wealth Management bought 4,582 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $132K.
  • FT Vest Buffered Allocation Growth ETF made up 0.13% of Geneos Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Geneos Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

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