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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Buy	11,980 +5,990	+100%	+$200K	0.01%	803
2026 Q1	$196K	Sell	5,990 -250	-4%	-$8.23K	﹤0.01%	965
2025 Q4	$205K	Hold	6,240	–	–	0.01%	917
2025 Q3	$201K	Hold	6,240	–	–	0.01%	904
2025 Q2	$196K	Sell	6,240 -6,260	-50%	-$192K	﹤0.01%	1005
2025 Q1	$381K	Buy	12,500 +6,250	+100%	+$192K	0.01%	991
2024 Q4	$191K	Buy	+6,250	New	+$192K	0.01%	855

Other funds holding NOVM

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFS

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) stake by 100% in Q2 2026, buying an estimated $200K and bringing the position to 11,980 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #803.

Geneos Wealth Management first reported a position in NOVM in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

Geneos Wealth Management held 11,980 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $404K as of Q2 2026.
Geneos Wealth Management bought 5,990 FT Vest U.S. Equity Max Buffer ETF - November shares in Q2 2026, an estimated $200K.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #803 holding.
Geneos Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

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