Geneos Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History
Bought
Maintained
Sold
Other funds holding JULM
OMC
GEA
SB
MA
AWA
Geneos Wealth Management's JULM Position: Q1 2026 in Review
Geneos Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q1 2026 at 650 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.
Geneos Wealth Management first reported a position in JULM in Q4 2024 and has held it in 6 quarters since. The position peaked at $61K in Q1 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.
- Geneos Wealth Management held 650 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $21.8K as of Q1 2026.
- Geneos Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q1 2026.
- FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1733 holding.
- Geneos Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2024 and has held it in 6 quarters since.
- Geneos Wealth Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $61K in Q1 2025.
- 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.