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Etf Calvert Us Mid-cap Core shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Etf Calvert Us Mid-cap Core

Tip: Access up to 7 years of quarterly data

All positions including Etf Calvert Us Mid-cap Core held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Calvert Us Mid-cap Core by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3k 20 63.50

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Etf Calvert Us Mid-cap Core

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CWM
Colorado Capital Management
Commonwealth Equity Services
Creative Planning
BBR Partners
Sandbox Financial Partners
Private Advisor

View all funds holding Etf Calvert Us Mid-cap Core