Geneos Wealth Management’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$756K	Hold	13,449	–	–	0.02%	614
2026 Q1	$710K	Hold	13,449	–	–	0.02%	593
2025 Q4	$719K	Hold	13,449	–	–	0.02%	577
2025 Q3	$703K	Hold	13,449	–	–	0.02%	574
2025 Q2	$673K	Buy	13,449 +8,966	+200%	+$422K	0.02%	625
2025 Q1	$207K	Hold	4,483	–	–	0.01%	896
2024 Q4	$213K	Hold	4,483	–	–	0.01%	812
2024 Q3	$209K	Hold	4,483	–	–	0.01%	764
2024 Q2	$200K	Buy	+4,483	New	+$196K	0.01%	707

Other funds holding FMAY

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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

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

Geneos Wealth Management held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q2 2026 at 13,449 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #614.

Geneos Wealth Management first reported a position in FMAY in Q2 2024 and has held it in 9 quarters since. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Geneos Wealth Management held 13,449 shares of FT Vest US Equity Buffer ETF May worth $756K as of Q2 2026.
Geneos Wealth Management left its FT Vest US Equity Buffer ETF May share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #614 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Buffer ETF May in Q2 2024 and has held it in 9 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

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