Geneos Wealth Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148K | Hold |
904
| – | – | ﹤0.01% | 1059 |
|
|
2025
Q4 | $164K | Hold |
904
| – | – | ﹤0.01% | 986 |
|
|
2025
Q3 | $175K | Sell |
904
-186
| -17% | -$36.2K | ﹤0.01% | 943 |
|
|
2025
Q2 | $222K | Sell |
1,090
-125
| -10% | -$25.6K | 0.01% | 953 |
|
|
2025
Q1 | $261K | Buy |
1,215
+903
| +289% | +$196K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $68.6K | Hold |
312
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q3 | $70.3K | Buy |
312
+26
| +9% | +$5.62K | ﹤0.01% | 1074 |
|
|
2024
Q2 | $59.2K | Sell |
286
-20
| -7% | -$3.87K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $56.8K | Hold |
306
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q4 | $57.3K | Sell |
306
-10
| -3% | -$1.75K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $54.3K | Buy |
316
+10
| +3% | +$1.85K | ﹤0.01% | 1056 |
|
|
2023
Q2 | $57.9K | Buy |
306
+2
| +0.7% | +$357 | ﹤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% | -$5.45K | ﹤0.01% | 997 |
|
|
2022
Q2 | $64K | Buy |
331
+47
| +17% | +$10.2K | ﹤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% | -$9.65K | ﹤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% | +$2.09K | ﹤0.01% | 1010 |
|
|
2019
Q2 | $68K | Hold |
335
| – | – | ﹤0.01% | 1053 |
|
|
2019
Q1 | $67K | Buy |
335
+51
| +18% | +$9.75K | ﹤0.01% | 1005 |
|
|
2018
Q4 | $49K | Sell |
284
-16
| -5% | -$2.89K | ﹤0.01% | 1103 |
|
|
2018
Q3 | $54K | Buy |
300
+16
| +6% | +$2.86K | ﹤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% | -$2.15K | 0.01% | 868 |
|
|
2016
Q4 | $52K | Hold |
296
| – | – | 0.01% | 820 |
|
|
2016
Q3 | $52K | Buy |
296
+12
| +4% | +$2.16K | 0.01% | 795 |
|
|
2016
Q2 | $51K | Hold |
284
| – | – | 0.01% | 800 |
|
|
2016
Q1 | $53K | Buy |
+284
| New | +$50.1K | 0.01% | 776 |
|
Other funds holding AVB
VPM
VCM
Geneos Wealth Management's AVB Position: Q1 2026 in Review
Geneos Wealth Management held its AvalonBay Communities (AVB) position steady in Q1 2026 at 904 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.
Geneos Wealth Management first reported a position in AVB in Q1 2016 and has held it in 41 quarters since. The position peaked at $261K in Q1 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.
- Geneos Wealth Management held 904 shares of AvalonBay Communities worth $148K as of Q1 2026.
- Geneos Wealth Management left its AvalonBay Communities share count unchanged in Q1 2026.
- AvalonBay Communities made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1059 holding.
- Geneos Wealth Management first reported a position in AvalonBay Communities in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's AvalonBay Communities position peaked at $261K in Q1 2025.
- 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.