Geneos Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.6M Buy
485,389
+18,973
+4% +$521K 0.28% 81
2026
Q1
$12.3M Sell
466,416
-61,716
-12% -$1.64M 0.28% 73
2025
Q4
$14M Sell
528,132
-9,895
-2% -$259K 0.34% 64
2025
Q3
$13.9M Buy
538,027
+7,349
+1% +$187K 0.35% 64
2025
Q2
$13.2M Buy
530,678
+276,991
+109% +$6.59M 0.32% 73
2025
Q1
$5.96M Buy
253,687
+18,095
+8% +$434K 0.2% 121
2024
Q4
$5.63M Buy
+235,592
New +$5.61M 0.2% 115

Other funds holding BUFZ

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

Geneos Wealth Management increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 4.1% in Q2 2026, buying an estimated $521K and bringing the position to 485,389 shares worth $13.6M. The position accounts for 0.28% of the portfolio, ranked #81.

Geneos Wealth Management first reported a position in BUFZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q4 2025. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Geneos Wealth Management held 485,389 shares of FT Vest Laddered Moderate Buffer ETF worth $13.6M as of Q2 2026.
  • Geneos Wealth Management bought 18,973 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $521K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.28% of Geneos Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Geneos Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's FT Vest Laddered Moderate Buffer ETF position peaked at $14M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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