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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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 Sell
850
-1,700
-67% -$82.4K ﹤0.01% 1640
2025
Q1
$121K Buy
2,550
+1,700
+200% +$83.5K ﹤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
$33.1K Buy
+850
New +$31.4K ﹤0.01% 1208

Other funds holding FJUL

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

Geneos Wealth Management held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 760 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Geneos Wealth Management first reported a position in FJUL in Q2 2023 and has held it in 12 quarters since. The position peaked at $121K in Q1 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Geneos Wealth Management held 760 shares of FT Vest US Equity Buffer ETF July worth $41.6K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1499 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q2 2023 and has held it in 12 quarters since.
  • Geneos Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $121K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

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