Geneos Wealth Management’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Geneos Wealth Management’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.41M	Buy	335,044 +1,180	+0.4%	+$28.7K	0.17%	133
2026 Q1	$7.7M	Sell	333,864 -80,241	-19%	-$1.87M	0.18%	132
2025 Q4	$9.46M	Sell	414,105 -9,923	-2%	-$225K	0.23%	107
2025 Q3	$9.53M	Buy	424,028 +16,957	+4%	+$369K	0.24%	100
2025 Q2	$8.57M	Buy	407,071 +273,652	+205%	+$5.55M	0.21%	124
2025 Q1	$2.7M	Buy	133,419 +1,933	+1%	+$40.9K	0.09%	261
2024 Q4	$2.8M	Buy	+131,486	New	+$2.83M	0.1%	226

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 0.35% in Q2 2026, buying an estimated $28.7K and bringing the position to 335,044 shares worth $8.41M. The position accounts for 0.17% of the portfolio, ranked #133.

Geneos Wealth Management first reported a position in BUFS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.53M in Q3 2025. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

Geneos Wealth Management held 335,044 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $8.41M as of Q2 2026.
Geneos Wealth Management bought 1,180 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $28.7K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.17% of Geneos Wealth Management's portfolio in Q2 2026, its #133 holding.
Geneos Wealth Management first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $9.53M in Q3 2025.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

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