Geneos Wealth Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-35	Closed	-$1.35K	–	2507
2026 Q1	$1.35K	Buy	+35	New	+$1.38K	﹤0.01%	2366

Other funds holding GOCT

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

KAS

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Geneos Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q2 2026, closing a stake of 35 shares — an estimated $1.35K sold.

Geneos Wealth Management first reported a position in GOCT in Q1 2026 and held it in 1 quarter. The position peaked at $1.35K in Q1 2026. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Geneos Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 35 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2026, an estimated $1.35K.
Geneos Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q1 2026 and held it in 1 quarter.
Geneos Wealth Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.35K in Q1 2026.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

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