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 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	Sell	2,850 -2,850	-50%	-$115K	﹤0.01%	1176
2025 Q1	$228K	Buy	5,700 +2,850	+100%	+$115K	﹤0.01%	1173
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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SEP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q1 2026 at 2,850 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Geneos Wealth Management first reported a position in PMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $228K in Q1 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Geneos Wealth Management held 2,850 shares of Innovator US Equity Power Buffer ETF March worth $127K as of Q1 2026.
Geneos Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1102 holding.
Geneos Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Geneos Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $228K in Q1 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

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