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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
Q2 		$805 Sell
10
-7
-41% -$549 ﹤0.01% 2444
2026
Q1 		$1.26K Buy
+17
New +$1.28K ﹤0.01% 2375

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Geneos Wealth Management reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 41% in Q2 2026, selling an estimated $549 and leaving 10 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Geneos Wealth Management first reported a position in AVMV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.26K in Q1 2026. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Geneos Wealth Management held 10 shares of Avantis US Mid Cap Value ETF worth $805 as of Q2 2026.
  • Geneos Wealth Management sold 7 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $549.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2444 holding.
  • Geneos Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Geneos Wealth Management's Avantis US Mid Cap Value ETF position peaked at $1.26K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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