Geneos Wealth Management
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Geneos Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Geneos Wealth Management’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.49M Sell
245,911
-1,194
-0.5% -$31.3K 0.12% 185
2026
Q2 		$6.4M Buy
247,105
+6,235
+3% +$160K 0.13% 183
2026
Q1 		$5.98M Buy
240,870
+8,692
+4% +$215K 0.14% 175
2025
Q4 		$5.71M Buy
232,178
+7,489
+3% +$182K 0.14% 186
2025
Q3 		$5.43M Buy
224,689
+1,225
+0.5% +$29.3K 0.14% 188
2025
Q2 		$5.26M Buy
223,464
+88,730
+66% +$2.01M 0.13% 198
2025
Q1 		$3.02M Buy
134,734
+16,568
+14% +$375K 0.1% 241
2024
Q4 		$2.65M Buy
118,166
+5,798
+5% +$129K 0.09% 245
2024
Q3 		$2.48M Buy
112,368
+11,691
+12% +$257K 0.09% 252
2024
Q2 		$2.19M Buy
100,677
+10,969
+12% +$236K 0.1% 239
2024
Q1 		$1.92M Buy
89,708
+44,407
+98% +$938K 0.09% 264
2023
Q4 		$944K Buy
+45,301
New +$913K 0.05% 335

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Osaic Holdings
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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return
Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $219M AUM 0.93% 1-Year Est. Return
AssetMark Inc
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lunt Capital Management
Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return
Brookstone Capital Management
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Geneos Wealth Management's BUFT Position: Q3 2026 in Review

Geneos Wealth Management reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 0.48% in Q3 2026, selling an estimated $31.3K and leaving 245,911 shares worth $6.49M. The position accounts for 0.12% of the portfolio, ranked #185.

Geneos Wealth Management first reported a position in BUFT in Q4 2023 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold BUFT as of Q3 2026.

  • Geneos Wealth Management held 245,911 shares of FT Vest Buffered Allocation Defensive ETF worth $6.49M as of Q3 2026.
  • Geneos Wealth Management sold 1,194 FT Vest Buffered Allocation Defensive ETF shares in Q3 2026, an estimated $31.3K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.12% of Geneos Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Geneos Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2023 and has held it in 12 quarters since.
  • 52 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.