Geneos Wealth Management
BKMC icon

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
Q3 		$7.52M Buy
194,954
+1,358
+0.7% +$54.9K 0.14% 153
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

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crux Wealth Advisors
Crux Wealth Advisors Long Beach, California $314M AUM 13.66% 1-Year Est. Return

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

Geneos Wealth Management increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 0.7% in Q3 2026, buying an estimated $54.9K and bringing the position to 194,954 shares worth $7.52M. The position accounts for 0.14% of the portfolio, ranked #153.

Geneos Wealth Management first reported a position in BKMC in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.99M in Q2 2026. 23 funds tracked by Wall St. Rank hold BKMC as of Q3 2026.

  • Geneos Wealth Management held 194,954 shares of BNY Mellon US Mid Cap Core Equity ETF worth $7.52M as of Q3 2026.
  • Geneos Wealth Management bought 1,358 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2026, an estimated $54.9K.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.14% of Geneos Wealth Management's portfolio in Q3 2026, its #153 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 24 quarters since.
  • Geneos Wealth Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $7.99M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2026.

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