Geneos Wealth Management
AVMV icon

Geneos Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Geneos Wealth Management’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$763 Hold
10
– – ﹤0.01% 3132
2026
Q2 		$805 Sell
10
-7
-41% -$549 ﹤0.01% 2444
2026
Q1 		$1.26K Buy
+17
New +$1.28K ﹤0.01% 2375

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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Geneos Wealth Management's AVMV Position: Q3 2026 in Review

Geneos Wealth Management held its Avantis US Mid Cap Value ETF (AVMV) position steady in Q3 2026 at 10 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

Geneos Wealth Management first reported a position in AVMV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.26K in Q1 2026. 90 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • Geneos Wealth Management held 10 shares of Avantis US Mid Cap Value ETF worth $763 as of Q3 2026.
  • Geneos Wealth Management left its Avantis US Mid Cap Value ETF share count unchanged in Q3 2026.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #3132 holding.
  • Geneos Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Geneos Wealth Management's Avantis US Mid Cap Value ETF position peaked at $1.26K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.