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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
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 Sell
475
-475
-50% -$17.6K ﹤0.01% 2073
2025
Q1 		$34.9K Buy
950
+475
+100% +$17.4K ﹤0.01% 2094
2024
Q4 		$17.2K Buy
+475
New +$17K ﹤0.01% 1804

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

Geneos Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q1 2026 at 475 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Geneos Wealth Management first reported a position in XMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.9K in Q1 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

  • Geneos Wealth Management held 475 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $19.2K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1781 holding.
  • Geneos Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $34.9K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

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