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Geneos Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Geneos Wealth Management’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
2,200
+1,100
+100% +$54.2K ﹤0.01% 1180
2026
Q1 		$51.4K Hold
1,100
– – ﹤0.01% 1418
2025
Q4 		$52.3K Hold
1,100
– – ﹤0.01% 1373
2025
Q3 		$51.4K Buy
+1,100
New +$50.3K ﹤0.01% 1378

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 100% in Q2 2026, buying an estimated $54.2K and bringing the position to 2,200 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Geneos Wealth Management first reported a position in DJUL in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • Geneos Wealth Management held 2,200 shares of FT Vest US Equity Deep Buffer ETF July worth $110K as of Q2 2026.
  • Geneos Wealth Management bought 1,100 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $54.2K.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1180 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

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