Geneos Wealth Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52K	Hold	20	–	–	﹤0.01%	2366
2026 Q1	$1.28K	Hold	20	–	–	﹤0.01%	2373
2025 Q4	$1.28K	Hold	20	–	–	﹤0.01%	2383
2025 Q3	$1.27K	Buy	+20	New	+$1.25K	﹤0.01%	2380

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

NBWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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

Geneos Wealth Management held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q2 2026 at 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Geneos Wealth Management first reported a position in CVMC in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Geneos Wealth Management held 20 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.52K as of Q2 2026.
Geneos Wealth Management left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2366 holding.
Geneos Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

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