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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$280K	Hold	8,600	–	–	0.01%	860
2025 Q4	$281K	Hold	8,600	–	–	0.01%	820
2025 Q3	$277K	Hold	8,600	–	–	0.01%	811
2025 Q2	$270K	Sell	8,600 -5,300	-38%	-$163K	0.01%	894
2025 Q1	$422K	Buy	13,900 +8,600	+162%	+$264K	0.01%	947
2024 Q4	$162K	Buy	+5,300	New	+$162K	0.01%	916

Other funds holding OCTM

KAS

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 8,600 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #860.

Geneos Wealth Management first reported a position in OCTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $422K in Q1 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

Geneos Wealth Management held 8,600 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $280K as of Q1 2026.
Geneos Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #860 holding.
Geneos Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $422K in Q1 2025.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

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