Geneos Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.7K	Hold	350	–	–	﹤0.01%	1881
2025 Q4	$15K	Hold	350	–	–	﹤0.01%	1834
2025 Q3	$14.6K	Sell	350 -700	-67%	-$28.6K	﹤0.01%	1837
2025 Q2	$42K	Sell	1,050 -2,025	-66%	-$77.3K	﹤0.01%	1669
2025 Q1	$116K	Buy	3,075 +59	+2%	+$2.28K	﹤0.01%	1490
2024 Q4	$117K	Buy	+3,016	New	+$115K	﹤0.01%	1009

Other funds holding GJAN

Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Range Financial Group Tigard, Oregon $298M AUM 44.97% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return