Geneos Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.3K	Hold	760	–	–	﹤0.01%	1503
2026 Q1	$41.6K	Hold	760	–	–	﹤0.01%	1499
2025 Q4	$42.5K	Sell	760 -90	-11%	-$4.96K	﹤0.01%	1454
2025 Q3	$46.5K	Hold	850	–	–	﹤0.01%	1412
2025 Q2	$44K	Hold	850	–	–	﹤0.01%	1640
2025 Q1	$40.5K	Hold	850	–	–	﹤0.01%	1598
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	$33.1K	Buy	+850	New	+$31.4K	﹤0.01%	1208

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 760 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Geneos Wealth Management first reported a position in FJUL in Q2 2023 and has held it in 13 quarters since. The position peaked at $46.5K in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Geneos Wealth Management held 760 shares of FT Vest US Equity Buffer ETF July worth $45.3K as of Q2 2026.
Geneos Wealth Management left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1503 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q2 2023 and has held it in 13 quarters since.
Geneos Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $46.5K in Q3 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

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