Geneos Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$101K Buy
2,325
+1,100
+90% +$47K ﹤0.01% 1209
2026
Q1
$50K Hold
1,225
– – ﹤0.01% 1429
2025
Q4
$50.6K Sell
1,225
-82
-6% -$3.35K ﹤0.01% 1389
2025
Q3
$53K Buy
1,307
+207
+19% +$8.22K ﹤0.01% 1369
2025
Q2
$42.6K Hold
1,100
– – ﹤0.01% 1659
2025
Q1
$39.5K Hold
1,100
– – ﹤0.01% 1613
2024
Q4
$40.3K Buy
+1,100
New +$40.2K ﹤0.01% 1403

Other funds holding GJUL

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

Geneos Wealth Management increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 90% in Q2 2026, buying an estimated $47K and bringing the position to 2,325 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Geneos Wealth Management first reported a position in GJUL in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Geneos Wealth Management held 2,325 shares of FT Vest US Equity Moderate Buffer ETF July worth $101K as of Q2 2026.
  • Geneos Wealth Management bought 1,100 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $47K.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1209 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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