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 Q3	$10.2K	Buy	140 +120	+600%	+$9.14K	﹤0.01%	2375
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Geneos Wealth Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 600% in Q3 2026, buying an estimated $9.14K and bringing the position to 140 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Geneos Wealth Management first reported a position in CVMC in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

Geneos Wealth Management held 140 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $10.2K as of Q3 2026.
Geneos Wealth Management bought 120 Calvert US Mid-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $9.14K.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2375 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 5 quarters since.
56 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

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