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 2,866 shares of AVUV stock, worth $256,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,866

Previous 6,182 53.64%

Holding current value

$256,134

Previous $538,000 53.72%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

867

Shares Held

120M

Call Options Held

20.2K

Put Options Held

10.8K

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About AMERICAN CENTY ETF TR AVANTIS

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