Geneos Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Sell	25,308 -1,169	-4%	-$57.5K	0.03%	484
2026 Q1	$1.29M	Sell	26,477 -1,428	-5%	-$72.5K	0.03%	450
2025 Q4	$1.37M	Buy	27,905 +6,031	+28%	+$296K	0.03%	427
2025 Q3	$1.08M	Sell	21,874 -1,143	-5%	-$57K	0.03%	468
2025 Q2	$1.13M	Buy	23,017 +15,235	+196%	+$741K	0.03%	506
2025 Q1	$393K	Buy	7,782 +128	+2%	+$6.49K	0.01%	701
2024 Q4	$384K	Buy	+7,654	New	+$407K	0.01%	649

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Geneos Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.4% in Q2 2026, selling an estimated $57.5K and leaving 25,308 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #484.

Geneos Wealth Management first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2025. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Geneos Wealth Management held 25,308 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.28M as of Q2 2026.
Geneos Wealth Management sold 1,169 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $57.5K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #484 holding.
Geneos Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.37M in Q4 2025.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

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