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

Geneos Wealth Management’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.4K Hold
2,400
– – ﹤0.01% 1421
2026
Q1 		$52.1K Buy
2,400
+1,200
+100% +$27K ﹤0.01% 1411
2025
Q4 		$25.8K Hold
1,200
– – ﹤0.01% 1640
2025
Q3 		$25.9K Buy
1,200
+600
+100% +$12.8K ﹤0.01% 1623
2025
Q2 		$12.3K Buy
+600
New +$11.9K ﹤0.01% 2240

Other funds holding SDVD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) position steady in Q2 2026 at 2,400 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Geneos Wealth Management first reported a position in SDVD in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Geneos Wealth Management held 2,400 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $55.4K as of Q2 2026.
  • Geneos Wealth Management left its FT Vest SMID Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1421 holding.
  • Geneos Wealth Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID 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.