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 Q2	–	Sell	-350	Closed	-$14.7K	–	2506
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	Buy	1,050 +25	+2%	+$955	﹤0.01%	1669
2025 Q1	$38.6K	Sell	1,025 -1,991	-66%	-$76.9K	﹤0.01%	1627
2024 Q4	$117K	Buy	+3,016	New	+$115K	﹤0.01%	1009

Other funds holding GJAN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Geneos Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2026, closing a stake of 350 shares — an estimated $14.7K sold.

Geneos Wealth Management first reported a position in GJAN in Q4 2024 and held it in 6 quarters. The position peaked at $117K in Q4 2024. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Geneos Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 350 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $14.7K.
Geneos Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and held it in 6 quarters.
Geneos Wealth Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $117K in Q4 2024.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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