Geneos Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	4,900 +2,450	+100%	+$99.9K	﹤0.01%	988
2026 Q1	$96.6K	Hold	2,450	–	–	﹤0.01%	1184
2025 Q4	$97K	Hold	2,450	–	–	﹤0.01%	1158
2025 Q3	$95.3K	Hold	2,450	–	–	﹤0.01%	1138
2025 Q2	$92.1K	Hold	2,450	–	–	﹤0.01%	1285
2025 Q1	$86.2K	Hold	2,450	–	–	﹤0.01%	1225
2024 Q4	$88.2K	Buy	+2,450	New	+$88K	﹤0.01%	1115

Other funds holding GJUN

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 100% in Q2 2026, buying an estimated $99.9K and bringing the position to 4,900 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Geneos Wealth Management first reported a position in GJUN in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Geneos Wealth Management held 4,900 shares of FT Vest US Equity Moderate Buffer ETF June worth $202K as of Q2 2026.
Geneos Wealth Management bought 2,450 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $99.9K.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #988 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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