GWM
QDEC icon

Geneos Wealth Management’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Geneos Wealth Management’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.87K Hold
250
– – ﹤0.01% 2050
2025
Q4 		$8.13K Hold
250
– – ﹤0.01% 2019
2025
Q3 		$7.78K Hold
250
– – ﹤0.01% 2038
2025
Q2 		$7.33K Sell
250
-500
-67% -$13.6K ﹤0.01% 2438
2025
Q1 		$19.6K Buy
750
+500
+200% +$13.8K ﹤0.01% 2317
2024
Q4 		$6.88K Hold
250
– – ﹤0.01% 2203
2024
Q3 		$6.67K Hold
250
– – ﹤0.01% 1977
2024
Q2 		$6.51K Hold
250
– – ﹤0.01% 1655
2024
Q1 		$6.21K Hold
250
– – ﹤0.01% 1668
2023
Q4 		$5.92K Hold
250
– – ﹤0.01% 1687
2023
Q3 		$5.66K Hold
250
– – ﹤0.01% 1708
2023
Q2 		$5.6K Buy
+250
New +$5.34K ﹤0.01% 1714

Other funds holding QDEC

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return