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 5,943 shares of AVUV stock, worth $593,527. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,943

Previous 2,866 107.36%

Holding current value

$593,527

Previous $249,000 117.27%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$75.17 - $91.21 $231,298 - $280,653	3,077 Added 107.36%	5,943 $541,000
Q1 2025 May 21, 2025	SELL	$84.95 - $100.62 $281,694 - $333,655	-3,316 Reduced 53.64%	2,866 $249,000
Q1 2025 May 07, 2025	BUY	$84.95 - $100.62 $307,349 - $364,043	3,618 Added 141.11%	6,182 $538,000
Q4 2024 Jan 21, 2025	BUY	$94.37 - $106.41 $60,585 - $68,315	642 Added 33.4%	2,564 $247,000
Q3 2024 Nov 14, 2024	BUY	$88.24 - $99.7 $28,589 - $32,302	324 Added 20.28%	1,922 $184,000
Q2 2024 Jul 23, 2024	SELL	$86.93 - $93.77 $83,887 - $90,488	-965 Reduced 37.65%	1,598 $143,000
Q1 2024 May 03, 2024	BUY	$84.87 - $93.71 $192,909 - $213,002	2,273 Added 783.79%	2,563 $240,000
Q2 2023 Aug 08, 2023	BUY	$69.33 - $77.71 $9,706 - $10,879	140 Added 93.33%	290 $22,000
Q3 2022 Nov 14, 2022	BUY	$65.42 - $79.96 $9,813 - $11,993	150 New	150 $9,000

Others Institutions Holding AVUV

# of Institutions

924

Shares Held

127M

Call Options Held

29.3K

Put Options Held

16K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

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