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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$432K	Sell	12,595 -950	-7%	-$32.6K	0.01%	740
2025 Q4	$464K	Hold	13,545	–	–	0.01%	687
2025 Q3	$458K	Hold	13,545	–	–	0.01%	677
2025 Q2	$451K	Sell	13,545 -11,545	-46%	-$369K	0.01%	741
2025 Q1	$789K	Buy	25,090 +13,545	+117%	+$432K	0.01%	747
2024 Q4	$367K	Buy	+11,545	New	+$365K	0.01%	659

Other funds holding JUNM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

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

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

Geneos Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 7% in Q1 2026, selling an estimated $32.6K and leaving 12,595 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #740.

Geneos Wealth Management first reported a position in JUNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $789K in Q1 2025. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

Geneos Wealth Management held 12,595 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $432K as of Q1 2026.
Geneos Wealth Management sold 950 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $32.6K.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #740 holding.
Geneos Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $789K in Q1 2025.
52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

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