GWM
FOCT icon

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

Geneos Wealth Management’s Portfolio FOCT Stock Details FOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$445K Hold
9,330
– – 0.01% 733
2025
Q4 		$457K Buy
+9,330
New +$451K 0.01% 690

Other funds holding FOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q1 2026 at 9,330 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #733.

Geneos Wealth Management first reported a position in FOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $457K in Q4 2025. 137 funds tracked by Wall St. Rank hold FOCT as of Q1 2026.

  • Geneos Wealth Management held 9,330 shares of FT Vest US Equity Buffer ETF October worth $445K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest US Equity Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF October made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #733 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Geneos Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $457K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q1 2026.

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