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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$665K Buy
18,965
+6,370
+51% +$222K 0.01% 644
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 Buy
13,545
+2,000
+17% +$63.9K 0.01% 741
2025
Q1
$363K Hold
11,545
0.01% 727
2024
Q4
$367K Buy
+11,545
New +$365K 0.01% 659

Other funds holding JUNM

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

Geneos Wealth Management increased its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 51% in Q2 2026, buying an estimated $222K and bringing the position to 18,965 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #644.

Geneos Wealth Management first reported a position in JUNM in Q4 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

  • Geneos Wealth Management held 18,965 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $665K as of Q2 2026.
  • Geneos Wealth Management bought 6,370 FT Vest U.S. Equity Max Buffer ETF - June shares in Q2 2026, an estimated $222K.
  • FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #644 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 7 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

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