Geneos Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Sell |
1,642
-3,110
| -65% | -$123K | ﹤0.01% | 1436 |
|
|
2025
Q1 | $179K | Sell |
4,752
-2,280
| -32% | -$85.9K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $268K | Hold |
7,032
| – | – | 0.01% | 747 |
|
|
2024
Q3 | $263K | Buy |
7,032
+6,032
| +603% | +$225K | 0.01% | 701 |
|
|
2024
Q2 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q1 | $34.9K | Hold |
1,000
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q4 | $33.9K | Hold |
1,000
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q3 | $32.2K | Hold |
1,000
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q2 | $32.3K | Buy |
+1,000
| New | +$32.3K | ﹤0.01% | 1216 |
|