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Geneos Wealth Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Geneos Wealth Management’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.99M Sell
193,596
-14,949
-7% -$589K 0.16% 139
2026
Q1 		$7.67M Buy
208,545
+3,930
+2% +$150K 0.18% 134
2025
Q4 		$7.43M Buy
204,615
+6,204
+3% +$225K 0.18% 143
2025
Q3 		$7.18M Buy
198,411
+6,504
+3% +$230K 0.18% 142
2025
Q2 		$6.55M Buy
191,907
+101,061
+111% +$3.24M 0.16% 157
2025
Q1 		$2.9M Buy
90,846
+1,314
+1% +$44.5K 0.1% 250
2024
Q4 		$3.03M Buy
89,532
+222
+0.2% +$7.75K 0.11% 213
2024
Q3 		$3.04M Buy
89,310
+5,214
+6% +$169K 0.12% 209
2024
Q2 		$2.64M Buy
84,096
+4,737
+6% +$149K 0.12% 203
2024
Q1 		$2.62M Buy
79,359
+8,772
+12% +$271K 0.12% 207
2023
Q4 		$2.13M Buy
70,587
+4,818
+7% +$132K 0.11% 220
2023
Q3 		$1.76M Buy
65,769
+2,439
+4% +$68.4K 0.09% 232
2023
Q2 		$1.79M Buy
63,330
+702
+1% +$18.8K 0.09% 228
2023
Q1 		$1.7M Buy
62,628
+1,419
+2% +$38.8K 0.1% 220
2022
Q4 		$1.6M Buy
61,209
+13,794
+29% +$359K 0.1% 208
2022
Q3 		$1.14M Buy
47,415
+16,521
+53% +$438K 0.08% 233
2022
Q2 		$784K Buy
30,894
+19,302
+167% +$530K 0.04% 390
2022
Q1 		$348K Buy
11,592
+4,884
+73% +$144K 0.01% 630
2021
Q4 		$212K Buy
6,708
+5,208
+347% +$162K 0.01% 838
2021
Q3 		$44K Hold
1,500
– – ﹤0.01% 1548
2021
Q2 		$44K Buy
1,500
+750
+100% +$21.9K ﹤0.01% 1540
2021
Q1 		$21K Hold
750
– – ﹤0.01% 2050
2020
Q4 		$20K Buy
+750
New +$18.1K ﹤0.01% 1898

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Geneos Wealth Management reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 7.2% in Q2 2026, selling an estimated $589K and leaving 193,596 shares worth $7.99M. The position accounts for 0.16% of the portfolio, ranked #139.

Geneos Wealth Management first reported a position in BKMC in Q4 2020 and has held it in 23 quarters since. 42 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • Geneos Wealth Management held 193,596 shares of BNY Mellon US Mid Cap Core Equity ETF worth $7.99M as of Q2 2026.
  • Geneos Wealth Management sold 14,949 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $589K.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.16% of Geneos Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Geneos Wealth Management first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • 42 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

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