Geneos Wealth Management’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$636K	Sell	15,500 -750	-5%	-$31.1K	0.01%	623
2025 Q4	$671K	Hold	16,250	–	–	0.02%	590
2025 Q3	$658K	Hold	16,250	–	–	0.02%	582
2025 Q2	$636K	Sell	16,250 -13,250	-45%	-$491K	0.02%	642
2025 Q1	$1.07M	Buy	29,500 +16,250	+123%	+$603K	0.02%	642
2024 Q4	$489K	Buy	+13,250	New	+$487K	0.02%	600

Other funds holding GMAY

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

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

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Geneos Wealth Management's GMAY Position: Q1 2026 in Review

Geneos Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 4.6% in Q1 2026, selling an estimated $31.1K and leaving 15,500 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #623.

Geneos Wealth Management first reported a position in GMAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2025. 97 funds tracked by Wall St. Rank hold GMAY as of Q1 2026.

Geneos Wealth Management held 15,500 shares of FT Vest US Equity Moderate Buffer ETF May worth $636K as of Q1 2026.
Geneos Wealth Management sold 750 FT Vest US Equity Moderate Buffer ETF May shares in Q1 2026, an estimated $31.1K.
FT Vest US Equity Moderate Buffer ETF May made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #623 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's FT Vest US Equity Moderate Buffer ETF May position peaked at $1.07M in Q1 2025.
97 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.