GWM
DJAN icon

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
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
-1,827
-85% -$70.4K ﹤0.01% 2214
2025
Q1 		$81.8K Sell
2,154
-2,627
-55% -$102K ﹤0.01% 1670
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

JIP
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FIBOI
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BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return