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 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	Sell	212,705 -149,706	-41%	-$3.62M	0.13%	189
2025 Q1	$8.62M	Buy	362,411 +249,518	+221%	+$6.13M	0.12%	195
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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.92% in Q1 2026, buying an estimated $55.5K and bringing the position to 220,599 shares worth $5.93M. The position accounts for 0.14% of the portfolio, ranked #179.

Geneos Wealth Management first reported a position in BUFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.62M in Q1 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Geneos Wealth Management held 220,599 shares of FT Vest Buffered Allocation Growth ETF worth $5.93M as of Q1 2026.
Geneos Wealth Management bought 2,015 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $55.5K.
FT Vest Buffered Allocation Growth ETF made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #179 holding.
Geneos Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 10 quarters since.
Geneos Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $8.62M in Q1 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

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