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

Other funds holding BUFT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Legacy Wealth Management (Idaho) Boise, Idaho $219M AUM 0.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

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. 53 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.
53 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.