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

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

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 13,777 shares of AVEM stock, worth $848,387. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,777

Previous 20,857 33.95%

Holding current value

$848,387

Previous $1.35 Million 39.94%

% of portfolio

0.03%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

527

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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