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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-475	Closed	-$19.2K	–	2540
2026 Q1	$19.2K	Hold	475	–	–	﹤0.01%	1781
2025 Q4	$19K	Hold	475	–	–	﹤0.01%	1739
2025 Q3	$18.6K	Hold	475	–	–	﹤0.01%	1743
2025 Q2	$18.2K	Hold	475	–	–	﹤0.01%	2073
2025 Q1	$17.5K	Hold	475	–	–	﹤0.01%	2015
2024 Q4	$17.2K	Buy	+475	New	+$17K	﹤0.01%	1804

Other funds holding XMAR

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

KAS

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Geneos Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2026, closing a stake of 475 shares — an estimated $19.2K sold.

Geneos Wealth Management first reported a position in XMAR in Q4 2024 and held it in 6 quarters. The position peaked at $19.2K in Q1 2026. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Geneos Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 475 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $19.2K.
Geneos Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and held it in 6 quarters.
Geneos Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $19.2K in Q1 2026.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

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