Geneos Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$134K	Hold	3,300	–	–	﹤0.01%	1115
2026 Q1	$128K	Hold	3,300	–	–	﹤0.01%	1100
2025 Q4	$129K	Hold	3,300	–	–	﹤0.01%	1069
2025 Q3	$127K	Hold	3,300	–	–	﹤0.01%	1046
2025 Q2	$123K	Buy	3,300 +1,500	+83%	+$53.7K	﹤0.01%	1169
2025 Q1	$63.6K	Sell	1,800 -500	-22%	-$17.9K	﹤0.01%	1355
2024 Q4	$81.6K	Buy	+2,300	New	+$81.2K	﹤0.01%	1138

Other funds holding XJUL

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

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 3,300 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Geneos Wealth Management first reported a position in XJUL in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Geneos Wealth Management held 3,300 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $134K as of Q2 2026.
Geneos Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1115 holding.
Geneos Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

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