Geneos Wealth Management’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History
Bought
Maintained
Sold
Other funds holding BUFS
NA
CWA
ASN
AIA
Geneos Wealth Management's BUFS Position: Q1 2026 in Review
Geneos Wealth Management reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 19% in Q1 2026, selling an estimated $1.87M and leaving 333,864 shares worth $7.7M. The position accounts for 0.18% of the portfolio, ranked #132.
Geneos Wealth Management first reported a position in BUFS in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q1 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.
- Geneos Wealth Management held 333,864 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $7.7M as of Q1 2026.
- Geneos Wealth Management sold 80,241 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $1.87M.
- FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.18% of Geneos Wealth Management's portfolio in Q1 2026, its #132 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 6 quarters since.
- Geneos Wealth Management's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $10.3M in Q1 2025.
- 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.