Geneos Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,422	Closed	-$111K	–	2524
2026 Q1	$111K	Hold	2,422	–	–	﹤0.01%	1144
2025 Q4	$112K	Hold	2,422	–	–	﹤0.01%	1115
2025 Q3	$110K	Hold	2,422	–	–	﹤0.01%	1086
2025 Q2	$106K	Hold	2,422	–	–	﹤0.01%	1227
2025 Q1	$97.3K	Hold	2,422	–	–	﹤0.01%	1175
2024 Q4	$99.7K	Hold	2,422	–	–	﹤0.01%	1069
2024 Q3	$98K	Hold	2,422	–	–	﹤0.01%	972
2024 Q2	$94.1K	Hold	2,422	–	–	﹤0.01%	883
2024 Q1	$92K	Hold	2,422	–	–	﹤0.01%	875
2023 Q4	$87.7K	Hold	2,422	–	–	﹤0.01%	875
2023 Q3	$81.6K	Hold	2,422	–	–	﹤0.01%	927
2023 Q2	$82.9K	Hold	2,422	–	–	﹤0.01%	931
2023 Q1	$76.6K	Hold	2,422	–	–	﹤0.01%	930
2022 Q4	$73.1K	Hold	2,422	–	–	﹤0.01%	918
2022 Q3	$69K	Hold	2,422	–	–	﹤0.01%	925
2022 Q2	$71K	Hold	2,422	–	–	﹤0.01%	1141
2022 Q1	$74K	Buy	+2,422	New	+$73.4K	﹤0.01%	1207
2021 Q2	–	Sell	-2,422	Closed	-$71K	–	3049
2021 Q1	$71K	Sell	2,422 -302	-11%	-$8.75K	﹤0.01%	1445
2020 Q4	$8K	Buy	2,724 +2,422	+802%	+$68.5K	﹤0.01%	2317
2020 Q3	$8K	Hold	302	–	–	﹤0.01%	2036
2020 Q2	$7K	Hold	302	–	–	﹤0.01%	2051
2020 Q1	$7K	Hold	302	–	–	﹤0.01%	1945
2019 Q4	$8K	Buy	302 +2	+0.7%	+$53	﹤0.01%	2063
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	2015
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	2027
2019 Q1	$7K	Hold	300	–	–	﹤0.01%	1959
2018 Q4	$7K	Buy	+300	New	+$7.41K	﹤0.01%	1893

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Geneos Wealth Management sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 2,422 shares — an estimated $111K sold.

Geneos Wealth Management first reported a position in PJUL in Q4 2018 and held it in 27 quarters. The position peaked at $112K in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Geneos Wealth Management reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 2,422 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $111K.
Geneos Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2018 and held it in 27 quarters.
Geneos Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $112K in Q4 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

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