Geneos Wealth Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

Geneos Wealth Management’s Portfolio CVIE Stock Details CVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Hold	4,032	–	–	0.01%	831
2026 Q1	$293K	Buy	4,032 +17	+0.4%	+$1.28K	0.01%	842
2025 Q4	$286K	Buy	4,015 +12	+0.3%	+$839	0.01%	812
2025 Q3	$273K	Buy	4,003 +3,910	+4,204%	+$258K	0.01%	814
2025 Q2	$6.05K	Hold	93	–	–	﹤0.01%	2514
2025 Q1	$5.38K	Hold	93	–	–	﹤0.01%	2491
2024 Q4	$5.13K	Buy	+93	New	+$5.34K	﹤0.01%	2325

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management held its Calvert International Responsible Index ETF (CVIE) position steady in Q2 2026 at 4,032 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #831.

Geneos Wealth Management first reported a position in CVIE in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Geneos Wealth Management held 4,032 shares of Calvert International Responsible Index ETF worth $343K as of Q2 2026.
Geneos Wealth Management left its Calvert International Responsible Index ETF share count unchanged in Q2 2026.
Calvert International Responsible Index ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #831 holding.
Geneos Wealth Management first reported a position in Calvert International Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

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