Geneos Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	8,069 +7,982	+9,175%	+$220K	﹤0.01%	935
2026 Q1	$2.22K	Sell	87 -3,000	-97%	-$80.2K	﹤0.01%	2300
2025 Q4	$81K	Hold	3,087	–	–	﹤0.01%	1220
2025 Q3	$79.8K	Buy	3,087 +43	+1%	+$1.08K	﹤0.01%	1201
2025 Q2	$75.2K	Buy	3,044 +482	+19%	+$11.3K	﹤0.01%	1374
2025 Q1	$60.8K	Buy	2,562 +412	+19%	+$10.2K	﹤0.01%	1386
2024 Q4	$52.1K	Buy	+2,150	New	+$54.1K	﹤0.01%	1304

Other funds holding RDVI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Geneos Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 9,175% in Q2 2026, buying an estimated $220K and bringing the position to 8,069 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Geneos Wealth Management first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Geneos Wealth Management held 8,069 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $237K as of Q2 2026.
Geneos Wealth Management bought 7,982 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $220K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #935 holding.
Geneos Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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