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Geneos Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Geneos Wealth Management’s Portfolio SAUG Stock Details SAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17K Hold
662
– – ﹤0.01% 1828
2025
Q4 		$16.9K Hold
662
– – ﹤0.01% 1794
2025
Q3 		$16.6K Buy
+662
New +$16.1K ﹤0.01% 1794

Other funds holding SAUG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

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

Geneos Wealth Management held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q1 2026 at 662 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Geneos Wealth Management first reported a position in SAUG in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold SAUG as of Q1 2026.

  • Geneos Wealth Management held 662 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $17K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest US Small Cap Moderate Buffer ETF August share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF August made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1828 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q1 2026.

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