Geneos Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45K	Buy	1,300 +650	+100%	+$22.3K	﹤0.01%	1504
2026 Q1	$21.8K	Hold	650	–	–	﹤0.01%	1733
2025 Q4	$21.8K	Hold	650	–	–	﹤0.01%	1688
2025 Q3	$21.6K	Hold	650	–	–	﹤0.01%	1697
2025 Q2	$21.2K	Hold	650	–	–	﹤0.01%	2002
2025 Q1	$20.3K	Hold	650	–	–	﹤0.01%	1943
2024 Q4	$20.4K	Buy	+650	New	+$20.4K	﹤0.01%	1715

Other funds holding JULM

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

KAS

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 100% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,300 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Geneos Wealth Management first reported a position in JULM in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Geneos Wealth Management held 1,300 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $45K as of Q2 2026.
Geneos Wealth Management bought 650 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $22.3K.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1504 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 7 quarters since.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

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