Geneos Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Sell	3,837 -32	-0.8%	-$1.47K	﹤0.01%	1030
2026 Q1	$168K	Buy	3,869 +32	+0.8%	+$1.42K	﹤0.01%	1018
2025 Q4	$170K	Hold	3,837	–	–	﹤0.01%	972
2025 Q3	$166K	Hold	3,837	–	–	﹤0.01%	962
2025 Q2	$158K	Buy	3,837 +2,558	+200%	+$99.8K	﹤0.01%	1084
2025 Q1	$49K	Hold	1,279	–	–	﹤0.01%	1488
2024 Q4	$50.4K	Buy	+1,279	New	+$50.4K	﹤0.01%	1319

Other funds holding DOCT

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

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

Geneos Wealth Management reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.83% in Q2 2026, selling an estimated $1.47K and leaving 3,837 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Geneos Wealth Management first reported a position in DOCT in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Geneos Wealth Management held 3,837 shares of FT Vest US Equity Deep Buffer ETF October worth $179K as of Q2 2026.
Geneos Wealth Management sold 32 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $1.47K.
FT Vest US Equity Deep Buffer ETF October made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1030 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

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