GWM
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Geneos Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Geneos Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84K Buy
30
+1
+3% +$63 ﹤0.01% 2331
2025
Q4 		$1.73K Hold
29
– – ﹤0.01% 2341
2025
Q3 		$1.68K Buy
+29
New +$1.6K ﹤0.01% 2343

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Geneos Wealth Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 3.4% in Q1 2026, buying an estimated $63 and bringing the position to 30 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Geneos Wealth Management first reported a position in AVSC in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Geneos Wealth Management held 30 shares of Avantis US Small Cap Equity ETF worth $1.84K as of Q1 2026.
  • Geneos Wealth Management bought 1 Avantis US Small Cap Equity ETF share in Q1 2026, an estimated $63.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2331 holding.
  • Geneos Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

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