Geneos Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$41.6K	–	2495
2025 Q4	$41.6K	Hold	1,000	–	–	﹤0.01%	1465
2025 Q3	$40.8K	Sell	1,000 -642	-39%	-$25.8K	﹤0.01%	1456
2025 Q2	$65K	Sell	1,642 -3,110	-65%	-$118K	﹤0.01%	1436
2025 Q1	$179K	Sell	4,752 -2,280	-32%	-$87.5K	﹤0.01%	1281
2024 Q4	$268K	Hold	7,032	–	–	0.01%	747
2024 Q3	$263K	Buy	7,032 +6,032	+603%	+$220K	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	+$31.4K	﹤0.01%	1216

Other funds holding DMAR

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2026, closing a stake of 1,000 shares — an estimated $41.6K sold.

Geneos Wealth Management first reported a position in DMAR in Q2 2023 and held it in 11 quarters. The position peaked at $268K in Q4 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

Geneos Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 1,000 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $41.6K.
Geneos Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2023 and held it in 11 quarters.
Geneos Wealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $268K in Q4 2024.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

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