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 Q2	$356K	Buy	10,600 +2,000	+23%	+$66.6K	0.01%	823
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	Buy	8,600 +3,300	+62%	+$101K	0.01%	894
2025 Q1	$161K	Hold	5,300	–	–	0.01%	996
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 $7.43B AUM 24.49% 1-Year Est. Return

AWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

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

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

Geneos Wealth Management increased its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 23% in Q2 2026, buying an estimated $66.6K and bringing the position to 10,600 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #823.

Geneos Wealth Management first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Geneos Wealth Management held 10,600 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $356K as of Q2 2026.
Geneos Wealth Management bought 2,000 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $66.6K.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #823 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 7 quarters since.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

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