Geneos Wealth Management’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92.7K	Buy	3,500 +2,750	+367%	+$71.5K	﹤0.01%	1235
2026 Q1	$18.6K	Hold	750	–	–	﹤0.01%	1798
2025 Q4	$18.8K	Hold	750	–	–	﹤0.01%	1745
2025 Q3	$18.4K	Hold	750	–	–	﹤0.01%	1749
2025 Q2	$17.6K	Hold	750	–	–	﹤0.01%	2087
2025 Q1	$15.6K	Hold	750	–	–	﹤0.01%	2061
2024 Q4	$16.2K	Buy	+750	New	+$16K	﹤0.01%	1829

Other funds holding QMMY

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

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

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 367% in Q2 2026, buying an estimated $71.5K and bringing the position to 3,500 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Geneos Wealth Management first reported a position in QMMY in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Geneos Wealth Management held 3,500 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $92.7K as of Q2 2026.
Geneos Wealth Management bought 2,750 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2026, an estimated $71.5K.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1235 holding.
Geneos Wealth Management first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q4 2024 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

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