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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
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 Sell
3,300
-2,100
-39% -$75.1K ﹤0.01% 1169
2025
Q1 		$191K Buy
5,400
+3,100
+135% +$111K ﹤0.01% 1251
2024
Q4 		$81.6K Buy
+2,300
New +$81.2K ﹤0.01% 1138

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM

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

Geneos Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 3,300 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Geneos Wealth Management first reported a position in XJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $191K in Q1 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Geneos Wealth Management held 3,300 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $128K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1100 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 6 quarters since.
  • Geneos Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $191K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

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