Geneos Wealth Management’s Broadcom AVGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.3M	Sell	80,749 -78,587	-49%	-$21.7M	0.54%	37
2025 Q1	$26.7M	Buy	159,336 +109,184	+218%	+$18.3M	0.38%	58
2024 Q4	$11.6M	Sell	50,152 -3,917	-7%	-$908K	0.41%	49
2024 Q3	$9.33M	Sell	54,069 -19,981	-27%	-$3.45M	0.36%	63
2024 Q2	$11.9M	Sell	74,050 -6,580	-8%	-$1.06M	0.53%	41
2024 Q1	$10.7M	Buy	80,630 +27,670	+52%	+$3.67M	0.49%	43
2023 Q4	$5.91M	Sell	52,960 -12,040	-19%	-$1.34M	0.29%	78
2023 Q3	$5.4M	Sell	65,000 -72,600	-53%	-$6.03M	0.28%	88
2023 Q2	$11.9M	Buy	137,600 +3,370	+3%	+$292K	0.63%	30
2023 Q1	$8.61M	Sell	134,230 -54,130	-29%	-$3.47M	0.52%	35
2022 Q4	$10.5M	Buy	188,360 +34,730	+23%	+$1.94M	0.64%	25
2022 Q3	$6.82M	Buy	153,630 +11,360	+8%	+$504K	0.47%	39
2022 Q2	$6.8M	Buy	142,270 +23,090	+19%	+$1.1M	0.34%	61
2022 Q1	$7.5M	Sell	119,180 -2,250	-2%	-$142K	0.32%	63
2021 Q4	$8.08M	Sell	121,430 -28,360	-19%	-$1.89M	0.31%	65
2021 Q3	$7.31M	Sell	149,790 -30	-0%	-$1.46K	0.28%	69
2021 Q2	$7.01M	Sell	149,820 -5,590	-4%	-$262K	0.27%	75
2021 Q1	$7.09M	Sell	155,410 -6,350	-4%	-$290K	0.2%	117
2020 Q4	$7.46M	Buy	161,760 +1,230	+0.8%	+$56.7K	0.3%	69
2020 Q3	$5.73M	Sell	160,530 -45,050	-22%	-$1.61M	0.3%	74
2020 Q2	$6.32M	Buy	205,580 +1,570	+0.8%	+$48.3K	0.35%	67
2020 Q1	$4.71M	Buy	204,010 +3,120	+2%	+$72K	0.32%	70
2019 Q4	$6.36M	Buy	200,890 +4,060	+2%	+$128K	0.34%	71
2019 Q3	$5.4M	Sell	196,830 -3,090	-2%	-$84.7K	0.32%	78
2019 Q2	$5.76M	Sell	199,920 -1,650	-0.8%	-$47.5K	0.36%	67
2019 Q1	$6.06M	Sell	201,570 -45,260	-18%	-$1.36M	0.4%	56
2018 Q4	$6.27M	Sell	246,830 -3,890	-2%	-$98.7K	0.46%	44
2018 Q3	$6.19M	Buy	250,720 +247,310	+7,252%	+$6.1M	0.41%	52
2018 Q2	$82K	Buy	+3,410	New	+$82K	0.01%	850