GWM
OCTM

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$270K Sell
8,600
-5,300
-38% -$167K 0.01% 894
2025
Q1 		$422K Buy
13,900
+8,600
+162% +$261K 0.01% 947
2024
Q4 		$162K Buy
+5,300
New +$162K 0.01% 916