Geneos Wealth Management
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Geneos Wealth Management’s Eventide High Dividend ETF ELCV Stock Holding History

Geneos Wealth Management’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44,958
Closed -$1.14M – 3244
2025
Q2 		$1.14M Buy
+44,958
New +$1.09M 0.03% 502

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Creative Financial Designs
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Atria Investments
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OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return
CreativeOne Wealth
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O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Geneos Wealth Management's ELCV Position: Q3 2025 in Review

Geneos Wealth Management sold out of Eventide High Dividend ETF (ELCV) in Q3 2025, closing a stake of 44,958 shares — an estimated $1.14M sold.

Geneos Wealth Management first reported a position in ELCV in Q2 2025 and held it in 1 quarter. The position peaked at $1.14M in Q2 2025. 54 funds tracked by Wall St. Rank hold ELCV as of Q3 2025.

  • Geneos Wealth Management reported no remaining Eventide High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 44,958 Eventide High Dividend ETF shares in Q3 2025, an estimated $1.14M.
  • Geneos Wealth Management first reported a position in Eventide High Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Eventide High Dividend ETF position peaked at $1.14M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.