Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,050 shares of AVEM stock, worth $78,172. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,050
Previous 7,373 85.76%
Holding current value
$78,172
Previous $443,000 83.97%
% of portfolio
0.0%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$53.08 - $68.54 $335,624 - $433,378
-6,323 Reduced 85.76%
1,050 $71,000
Q1 2025

May 21, 2025
SELL
$57.11 - $62.4 $480,237 - $524,721
-8,409 Reduced 53.28%
7,373 $443,000
Q1 2025

May 07, 2025
BUY
$57.11 - $62.4 $114,505 - $125,112
2,005 Added 14.55%
15,782 $949,000
Q4 2024

Jan 21, 2025
SELL
$58.59 - $66.14 $414,817 - $468,271
-7,080 Reduced 33.95%
13,777 $809,000
Q3 2024

Nov 14, 2024
SELL
$57.2 - $65.59 $11,497 - $13,183
-201 Reduced 0.95%
20,857 $1.35 Million
Q2 2024

Jul 23, 2024
BUY
$56.42 - $62.42 $40,340 - $44,630
715 Added 3.51%
21,058 $1.29 Million
Q1 2024

May 03, 2024
SELL
$53.02 - $58.54 $67,176 - $74,170
-1,267 Reduced 5.86%
20,343 $1.18 Million
Q4 2023

Jan 26, 2024
SELL
$51.0 - $56.39 $129,897 - $143,625
-2,547 Reduced 10.54%
21,610 $1.22 Million
Q3 2023

Oct 11, 2023
BUY
$52.44 - $57.3 $342,538 - $374,283
6,532 Added 37.06%
24,157 $1.28 Million
Q2 2023

Aug 08, 2023
BUY
$51.46 - $55.92 $1,904 - $2,069
37 Added 0.21%
17,625 $948,000
Q1 2023

Apr 25, 2023
BUY
$50.27 - $56.2 $884,148 - $988,445
17,588 New
17,588 $930,000

Others Institutions Holding AVEM

# of Institutions
632
Shares Held
157M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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