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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
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 $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q1 2026 at 1,100 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Geneos Wealth Management first reported a position in DJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $52.3K in Q4 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

  • Geneos Wealth Management held 1,100 shares of FT Vest US Equity Deep Buffer ETF July worth $51.4K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1418 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 3 quarters since.
  • Geneos Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $52.3K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

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