Geneos Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History
Bought
Maintained
Sold
Other funds holding BUFZ
FFS
KAS
JCM
Geneos Wealth Management's BUFZ Position: Q1 2026 in Review
Geneos Wealth Management reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 12% in Q1 2026, selling an estimated $1.64M and leaving 466,416 shares worth $12.3M. The position accounts for 0.28% of the portfolio, ranked #73.
Geneos Wealth Management first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4M in Q1 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.
- Geneos Wealth Management held 466,416 shares of FT Vest Laddered Moderate Buffer ETF worth $12.3M as of Q1 2026.
- Geneos Wealth Management sold 61,716 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $1.64M.
- FT Vest Laddered Moderate Buffer ETF made up 0.28% of Geneos Wealth Management's portfolio in Q1 2026, its #73 holding.
- Geneos Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
- Geneos Wealth Management's FT Vest Laddered Moderate Buffer ETF position peaked at $18.4M in Q1 2025.
- 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.