Geneos Wealth Management’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,541	Closed	-$37K	–	2743
2022 Q2	$37K	Buy	1,541 +31	+2%	+$818	﹤0.01%	1412
2022 Q1	$44K	Buy	1,510 +794	+111%	+$23K	﹤0.01%	1443
2021 Q4	$23K	Buy	716 +557	+350%	+$17.4K	﹤0.01%	1835
2021 Q3	$4K	Buy	+159	New	+$4.81K	﹤0.01%	2549

Other funds holding AVDR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneos Wealth Management's AVDR Position: Q3 2022 in Review

Geneos Wealth Management sold out of AVDR US LargeCap Leading ETF (AVDR) in Q3 2022, closing a stake of 1,541 shares — an estimated $37K sold.

Geneos Wealth Management first reported a position in AVDR in Q3 2021 and held it in 4 quarters. The position peaked at $44K in Q1 2022. 1 fund tracked by Wall St. Rank holds AVDR as of Q3 2022.

Geneos Wealth Management reported no remaining AVDR US LargeCap Leading ETF position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,541 AVDR US LargeCap Leading ETF shares in Q3 2022, an estimated $37K.
Geneos Wealth Management first reported a position in AVDR US LargeCap Leading ETF in Q3 2021 and held it in 4 quarters.
Geneos Wealth Management's AVDR US LargeCap Leading ETF position peaked at $44K in Q1 2022.
1 fund tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.