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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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 6,219 shares of AVUS stock, worth $598,889. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,219
Previous 13,292 53.21%
Holding current value
$598,889
Previous $1.23 Million 53.22%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$90.7 - $101.57 $641,521 - $718,404
-7,073 Reduced 53.21%
6,219 $574,000
Q1 2025

May 07, 2025
BUY
$90.7 - $101.57 $132,422 - $148,292
1,460 Added 12.34%
13,292 $1.23 Million
Q4 2024

Jan 21, 2025
SELL
$94.36 - $102.06 $590,787 - $638,997
-6,261 Reduced 34.6%
11,832 $1.15 Million
Q3 2024

Nov 14, 2024
SELL
$86.27 - $95.15 $31,919 - $35,205
-370 Reduced 2.0%
18,093 $1.72 Million
Q2 2024

Jul 23, 2024
SELL
$84.59 - $90.63 $768,838 - $823,736
-9,089 Reduced 32.99%
18,463 $1.67 Million
Q1 2024

May 03, 2024
SELL
$79.93 - $89.5 $184,078 - $206,118
-2,303 Reduced 7.71%
27,552 $2.47 Million
Q4 2023

Jan 26, 2024
SELL
$69.78 - $82.0 $240,741 - $282,900
-3,450 Reduced 10.36%
29,855 $2.43 Million
Q3 2023

Oct 11, 2023
BUY
$72.72 - $78.49 $31,996 - $34,535
440 Added 1.34%
33,305 $2.44 Million
Q2 2023

Aug 08, 2023
BUY
$68.92 - $75.19 $13,508 - $14,737
196 Added 0.6%
32,865 $2.47 Million
Q1 2023

Apr 25, 2023
BUY
$67.42 - $74.29 $2.2 Million - $2.43 Million
32,669 New
32,669 $2.32 Million

Others Institutions Holding AVUS

# of Institutions
478
Shares Held
71.2M
Call Options Held
1.4K
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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