Geneos Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Buy	2,960 +130	+5%	+$4.41K	﹤0.01%	1211
2026 Q1	$94.7K	Hold	2,830	–	–	﹤0.01%	1191
2025 Q4	$93.5K	Hold	2,830	–	–	﹤0.01%	1167
2025 Q3	$92.3K	Hold	2,830	–	–	﹤0.01%	1151
2025 Q2	$90.9K	Buy	2,830 +1,350	+91%	+$42.6K	﹤0.01%	1288
2025 Q1	$46.4K	Hold	1,480	–	–	﹤0.01%	1514
2024 Q4	$45.7K	Buy	+1,480	New	+$45.5K	﹤0.01%	1350

Other funds holding MARM

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KAS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 4.6% in Q2 2026, buying an estimated $4.41K and bringing the position to 2,960 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Geneos Wealth Management first reported a position in MARM in Q4 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Geneos Wealth Management held 2,960 shares of FT Vest US Equity Max Buffer ETF March worth $101K as of Q2 2026.
Geneos Wealth Management bought 130 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $4.41K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1211 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

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