GWM
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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Geneos Wealth Management's CVMC Position: Q1 2026 in Review

Geneos Wealth Management held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q1 2026 at 20 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Geneos Wealth Management first reported a position in CVMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.28K in Q4 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Geneos Wealth Management held 20 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.28K as of Q1 2026.
  • Geneos Wealth Management left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q1 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2373 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 3 quarters since.
  • Geneos Wealth Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $1.28K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.