Geneos Wealth Management’s AvalonBay Communities AVB Stock Holding History

Geneos Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Sell	1,090 -125	-10%	-$25.4K	0.01%	953
2025 Q1	$261K	Buy	1,215 +903	+289%	+$194K	﹤0.01%	1122
2024 Q4	$68.6K	Hold	312	–	–	﹤0.01%	1196
2024 Q3	$70.3K	Buy	312 +26	+9%	+$5.86K	﹤0.01%	1074
2024 Q2	$59.2K	Sell	286 -20	-7%	-$4.14K	﹤0.01%	1017
2024 Q1	$56.8K	Hold	306	–	–	﹤0.01%	1022
2023 Q4	$57.3K	Sell	306 -10	-3%	-$1.87K	﹤0.01%	1020
2023 Q3	$54.3K	Buy	316 +10	+3%	+$1.72K	﹤0.01%	1056
2023 Q2	$57.9K	Buy	306 +2	+0.7%	+$379	﹤0.01%	1036
2023 Q1	$51.1K	Hold	304	–	–	﹤0.01%	1075
2022 Q4	$49.1K	Hold	304	–	–	﹤0.01%	1067
2022 Q3	$55K	Sell	304 -27	-8%	-$4.89K	﹤0.01%	997
2022 Q2	$64K	Buy	331 +47	+17%	+$9.09K	﹤0.01%	1175
2022 Q1	$70K	Hold	284	–	–	﹤0.01%	1226
2021 Q4	$71K	Hold	284	–	–	﹤0.01%	1315
2021 Q3	$63K	Hold	284	–	–	﹤0.01%	1376
2021 Q2	$60K	Hold	284	–	–	﹤0.01%	1390
2021 Q1	$54K	Hold	284	–	–	﹤0.01%	1585
2020 Q4	$53K	Hold	284	–	–	﹤0.01%	1425
2020 Q3	$42K	Hold	284	–	–	﹤0.01%	1327
2020 Q2	$42K	Sell	284 -61	-18%	-$9.02K	﹤0.01%	1280
2020 Q1	$55K	Hold	345	–	–	﹤0.01%	1071
2019 Q4	$72K	Hold	345	–	–	﹤0.01%	1077
2019 Q3	$73K	Buy	345 +10	+3%	+$2.12K	﹤0.01%	1010
2019 Q2	$68K	Hold	335	–	–	﹤0.01%	1053
2019 Q1	$67K	Buy	335 +51	+18%	+$10.2K	﹤0.01%	1005
2018 Q4	$49K	Sell	284 -16	-5%	-$2.76K	﹤0.01%	1103
2018 Q3	$54K	Buy	300 +16	+6%	+$2.88K	﹤0.01%	1140
2018 Q2	$48K	Hold	284	–	–	﹤0.01%	1064
2018 Q1	$46K	Hold	284	–	–	﹤0.01%	1025
2017 Q4	$50K	Hold	284	–	–	﹤0.01%	994
2017 Q3	$50K	Hold	284	–	–	0.01%	937
2017 Q2	$54K	Hold	284	–	–	0.01%	887
2017 Q1	$52K	Sell	284 -12	-4%	-$2.2K	0.01%	868
2016 Q4	$52K	Hold	296	–	–	0.01%	820
2016 Q3	$52K	Buy	296 +12	+4%	+$2.11K	0.01%	795
2016 Q2	$51K	Hold	284	–	–	0.01%	800
2016 Q1	$53K	Buy	+284	New	+$53K	0.01%	776