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GEN Financial Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

GEN Financial Management’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$833K Buy
10,382
+77
+0.7% +$5.97K 0.5% 24
2026
Q1 		$744K Buy
10,305
+197
+2% +$14.6K 0.46% 29
2025
Q4 		$714K Buy
+10,108
New +$705K 0.45% 28

Other funds holding AVMC

WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

GEN Financial Management's AVMC Position: Q2 2026 in Review

GEN Financial Management increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 0.75% in Q2 2026, buying an estimated $5.97K and bringing the position to 10,382 shares worth $833K. The position accounts for 0.5% of the portfolio, ranked #24.

GEN Financial Management first reported a position in AVMC in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • GEN Financial Management held 10,382 shares of Avantis US Mid Cap Equity ETF worth $833K as of Q2 2026.
  • GEN Financial Management bought 77 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $5.97K.
  • Avantis US Mid Cap Equity ETF made up 0.5% of GEN Financial Management's portfolio in Q2 2026, its #24 holding.
  • GEN Financial Management first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.