Geneos Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Sell |
850
-1,700
| -67% | -$88K | ﹤0.01% | 1640 |
|
|
2025
Q1 | $121K | Buy |
2,550
+1,700
| +200% | +$81K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $41.6K | Hold |
850
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q3 | $40.9K | Hold |
850
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q2 | $39.2K | Hold |
850
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q1 | $37.8K | Hold |
850
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q4 | $35.4K | Hold |
850
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q3 | $32.6K | Hold |
850
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q2 | $33.2K | Buy |
+850
| New | +$33.2K | ﹤0.01% | 1208 |
|