Geneos Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Geneos Wealth Management’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3K	Hold	345	–	–	﹤0.01%	1864
2025 Q4	$15.6K	Hold	345	–	–	﹤0.01%	1820
2025 Q3	$15.1K	Hold	345	–	–	﹤0.01%	1829
2025 Q2	$14.4K	Sell	345 -345	-50%	-$13.7K	﹤0.01%	2173
2025 Q1	$27K	Buy	690 +94	+16%	+$3.78K	﹤0.01%	2198
2024 Q4	$23.9K	Sell	596 -522	-47%	-$20.8K	﹤0.01%	1640
2024 Q3	$44.1K	Buy	+1,118	New	+$43.5K	﹤0.01%	1246

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

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

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

Geneos Wealth Management held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q1 2026 at 345 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Geneos Wealth Management first reported a position in DDEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $44.1K in Q3 2024. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Geneos Wealth Management held 345 shares of FT Vest US Equity Deep Buffer ETF December worth $15.3K as of Q1 2026.
Geneos Wealth Management left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF December made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1864 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2024 and has held it in 7 quarters since.
Geneos Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $44.1K in Q3 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

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