GEN Financial Management
AVMC icon

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
Q3 		$724K Sell
9,493
-889
-9% -$70.7K 0.39% 34
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

Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Mendota Financial Group
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

GEN Financial Management's AVMC Position: Q3 2026 in Review

GEN Financial Management reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 8.6% in Q3 2026, selling an estimated $70.7K and leaving 9,493 shares worth $724K. The position accounts for 0.39% of the portfolio, ranked #34.

GEN Financial Management first reported a position in AVMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $833K in Q2 2026. 51 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

  • GEN Financial Management held 9,493 shares of Avantis US Mid Cap Equity ETF worth $724K as of Q3 2026.
  • GEN Financial Management sold 889 Avantis US Mid Cap Equity ETF shares in Q3 2026, an estimated $70.7K.
  • Avantis US Mid Cap Equity ETF made up 0.39% of GEN Financial Management's portfolio in Q3 2026, its #34 holding.
  • GEN Financial Management first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • GEN Financial Management's Avantis US Mid Cap Equity ETF position peaked at $833K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.