Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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GWM
AVDR
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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-1,541
Closed
-$37K
–
2743
2022
Q2
$37K
Buy
1,541
+31
+
2
%
+$744
﹤0.01%
1412
2022
Q1
$44K
Buy
1,510
+794
+
111
%
+$23.1K
﹤0.01%
1443
2021
Q4
$23K
Buy
716
+557
+
350
%
+$17.9K
﹤0.01%
1835
2021
Q3
$4K
Buy
+159
New
+$4K
﹤0.01%
2549
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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