Geneos Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.3M Buy
337,044
+12,889
+4% +$462K 0.25% 92
2026
Q1
$10.9M Sell
324,155
-53,920
-14% -$1.85M 0.25% 92
2025
Q4
$13M Buy
378,075
+4,729
+1% +$160K 0.32% 68
2025
Q3
$12.5M Buy
373,346
+23,456
+7% +$765K 0.32% 72
2025
Q2
$11.1M Buy
349,890
+220,614
+171% +$6.64M 0.27% 89
2025
Q1
$3.84M Buy
129,276
+7,682
+6% +$235K 0.13% 191
2024
Q4
$3.7M Buy
121,594
+9,260
+8% +$281K 0.13% 183
2024
Q3
$3.36M Buy
112,334
+97,947
+681% +$2.86M 0.13% 191
2024
Q2
$416K Buy
14,387
+10,990
+324% +$310K 0.02% 538
2024
Q1
$95K Hold
3,397
﹤0.01% 864
2023
Q4
$90.3K Buy
+3,397
New +$85.8K ﹤0.01% 868

Other funds holding BUFR

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

Geneos Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4% in Q2 2026, buying an estimated $462K and bringing the position to 337,044 shares worth $12.3M. The position accounts for 0.25% of the portfolio, ranked #92.

Geneos Wealth Management first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Geneos Wealth Management held 337,044 shares of FT Vest Fund of Buffer ETFs worth $12.3M as of Q2 2026.
  • Geneos Wealth Management bought 12,889 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $462K.
  • FT Vest Fund of Buffer ETFs made up 0.25% of Geneos Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Geneos Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
  • Geneos Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $13M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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