Geneos Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Sell	2,920 -475	-14%	-$20.7K	﹤0.01%	1137
2026 Q1	$142K	Hold	3,395	–	–	﹤0.01%	1073
2025 Q4	$139K	Hold	3,395	–	–	﹤0.01%	1052
2025 Q3	$136K	Sell	3,395 -650	-16%	-$25.7K	﹤0.01%	1022
2025 Q2	$158K	Buy	4,045 +1,519	+60%	+$57K	﹤0.01%	1085
2025 Q1	$94K	Sell	2,526 -5,002	-66%	-$189K	﹤0.01%	1192
2024 Q4	$282K	Buy	+7,528	New	+$280K	0.01%	728

Other funds holding GMAR

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

FIBOI

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

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

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

KAS

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

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

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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Geneos Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 14% in Q2 2026, selling an estimated $20.7K and leaving 2,920 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Geneos Wealth Management first reported a position in GMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $282K in Q4 2024. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Geneos Wealth Management held 2,920 shares of FT Vest US Equity Moderate Buffer ETF March worth $129K as of Q2 2026.
Geneos Wealth Management sold 475 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $20.7K.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1137 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $282K in Q4 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

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