Geneos Wealth Management
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
Q3 		$505K Hold
9,330
– – 0.01% 784
2026
Q2 		$488K Hold
9,330
– – 0.01% 742
2026
Q1 		$445K Hold
9,330
– – 0.01% 733
2025
Q4 		$457K Buy
+9,330
New +$451K 0.01% 690

Other funds holding FOCT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Geneos Wealth Management's FOCT Position: Q3 2026 in Review

Geneos Wealth Management held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q3 2026 at 9,330 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #784.

Geneos Wealth Management first reported a position in FOCT in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold FOCT as of Q3 2026.

  • Geneos Wealth Management held 9,330 shares of FT Vest US Equity Buffer ETF October worth $505K as of Q3 2026.
  • Geneos Wealth Management left its FT Vest US Equity Buffer ETF October share count unchanged in Q3 2026.
  • FT Vest US Equity Buffer ETF October made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #784 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.