Geneos Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$659K	Buy	14,487 +327	+2%	+$14.6K	0.01%	648
2026 Q1	$602K	Buy	14,160 +13,833	+4,230%	+$599K	0.01%	633
2025 Q4	$14.2K	Hold	327	–	–	﹤0.01%	1857
2025 Q3	$13.8K	Hold	327	–	–	﹤0.01%	1859
2025 Q2	$13.2K	Sell	327 -500	-60%	-$19.3K	﹤0.01%	2214
2025 Q1	$31.4K	Sell	827 -3,954	-83%	-$154K	﹤0.01%	1715
2024 Q4	$187K	Sell	4,781 -1	-0%	-$39	0.01%	867
2024 Q3	$183K	Buy	+4,782	New	+$179K	0.01%	799

Other funds holding DJAN

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 2.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 14,487 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #648.

Geneos Wealth Management first reported a position in DJAN in Q3 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Geneos Wealth Management held 14,487 shares of FT Vest US Equity Deep Buffer ETF January worth $659K as of Q2 2026.
Geneos Wealth Management bought 327 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $14.6K.
FT Vest US Equity Deep Buffer ETF January made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #648 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2024 and has held it in 8 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

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