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 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	Sell	223,464 -156,638	-41%	-$3.55M	0.13%	198
2025 Q1	$8.53M	Buy	380,102 +261,936	+222%	+$5.92M	0.12%	196
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

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

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

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

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

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

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

PFPG

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

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

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

Geneos Wealth Management increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 3.7% in Q1 2026, buying an estimated $215K and bringing the position to 240,870 shares worth $5.98M. The position accounts for 0.14% of the portfolio, ranked #175.

Geneos Wealth Management first reported a position in BUFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.53M in Q1 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Geneos Wealth Management held 240,870 shares of FT Vest Buffered Allocation Defensive ETF worth $5.98M as of Q1 2026.
Geneos Wealth Management bought 8,692 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $215K.
FT Vest Buffered Allocation Defensive ETF made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #175 holding.
Geneos Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2023 and has held it in 10 quarters since.
Geneos Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $8.53M in Q1 2025.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

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