Geneos Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Buy	5,700 +2,850	+100%	+$134K	0.01%	896
2026 Q1	$127K	Hold	2,850	–	–	﹤0.01%	1102
2025 Q4	$128K	Hold	2,850	–	–	﹤0.01%	1072
2025 Q3	$125K	Hold	2,850	–	–	﹤0.01%	1050
2025 Q2	$120K	Hold	2,850	–	–	﹤0.01%	1176
2025 Q1	$114K	Hold	2,850	–	–	﹤0.01%	1109
2024 Q4	$115K	Hold	2,850	–	–	﹤0.01%	1019
2024 Q3	$112K	Hold	2,850	–	–	﹤0.01%	934
2024 Q2	$108K	Hold	2,850	–	–	﹤0.01%	847
2024 Q1	$105K	Buy	+2,850	New	+$103K	﹤0.01%	833

Other funds holding PMAR

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

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

Geneos Wealth Management increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 100% in Q2 2026, buying an estimated $134K and bringing the position to 5,700 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #896.

Geneos Wealth Management first reported a position in PMAR in Q1 2024 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Geneos Wealth Management held 5,700 shares of Innovator US Equity Power Buffer ETF March worth $272K as of Q2 2026.
Geneos Wealth Management bought 2,850 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $134K.
Innovator US Equity Power Buffer ETF March made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #896 holding.
Geneos Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

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