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 11,832 shares of AVUS stock, worth $1.19 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,832

Previous 18,093 34.6%

Holding current value

$1.19 Million

Previous $1.72 Million 33.41%

% of portfolio

0.04%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

414

Shares Held

85.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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