Geneos Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Sell |
51,899
-4,280
| -8% | -$1.41M | 0.37% | 58 |
|
|
2025
Q4 | $19.4M | Sell |
56,179
-11,088
| -16% | -$3.97M | 0.48% | 47 |
|
|
2025
Q3 | $22.2M | Sell |
67,267
-13,482
| -17% | -$4.14M | 0.56% | 34 |
|
|
2025
Q2 | $22.3M | Sell |
80,749
-78,587
| -49% | -$17.1M | 0.54% | 37 |
|
|
2025
Q1 | $26.7M | Buy |
159,336
+109,184
| +218% | +$23.1M | 0.38% | 58 |
|
|
2024
Q4 | $11.6M | Sell |
50,152
-3,917
| -7% | -$724K | 0.41% | 49 |
|
|
2024
Q3 | $9.33M | Sell |
54,069
-19,981
| -27% | -$3.2M | 0.36% | 63 |
|
|
2024
Q2 | $11.9M | Sell |
74,050
-6,580
| -8% | -$922K | 0.53% | 41 |
|
|
2024
Q1 | $10.7M | Buy |
80,630
+27,670
| +52% | +$3.43M | 0.49% | 43 |
|
|
2023
Q4 | $5.91M | Sell |
52,960
-12,040
| -19% | -$1.14M | 0.29% | 78 |
|
|
2023
Q3 | $5.4M | Sell |
65,000
-72,600
| -53% | -$6.29M | 0.28% | 88 |
|
|
2023
Q2 | $11.9M | Buy |
137,600
+3,370
| +3% | +$240K | 0.63% | 30 |
|
|
2023
Q1 | $8.61M | Sell |
134,230
-54,130
| -29% | -$3.26M | 0.52% | 35 |
|
|
2022
Q4 | $10.5M | Buy |
188,360
+34,730
| +23% | +$1.74M | 0.64% | 25 |
|
|
2022
Q3 | $6.82M | Buy |
153,630
+11,360
| +8% | +$580K | 0.47% | 39 |
|
|
2022
Q2 | $6.8M | Buy |
142,270
+23,090
| +19% | +$1.3M | 0.34% | 61 |
|
|
2022
Q1 | $7.5M | Sell |
119,180
-2,250
| -2% | -$134K | 0.32% | 63 |
|
|
2021
Q4 | $8.08M | Sell |
121,430
-28,360
| -19% | -$1.59M | 0.31% | 65 |
|
|
2021
Q3 | $7.3M | Sell |
149,790
-30
| -0% | -$1.46K | 0.28% | 69 |
|
|
2021
Q2 | $7.01M | Sell |
149,820
-5,590
| -4% | -$259K | 0.27% | 75 |
|
|
2021
Q1 | $7.09M | Sell |
155,410
-6,350
| -4% | -$294K | 0.2% | 117 |
|
|
2020
Q4 | $7.46M | Buy |
161,760
+1,230
| +0.8% | +$48K | 0.3% | 69 |
|
|
2020
Q3 | $5.73M | Sell |
160,530
-45,050
| -22% | -$1.51M | 0.3% | 74 |
|
|
2020
Q2 | $6.32M | Buy |
205,580
+1,570
| +0.8% | +$43.9K | 0.35% | 67 |
|
|
2020
Q1 | $4.71M | Buy |
204,010
+3,120
| +2% | +$87.9K | 0.32% | 70 |
|
|
2019
Q4 | $6.36M | Buy |
200,890
+4,060
| +2% | +$123K | 0.34% | 71 |
|
|
2019
Q3 | $5.4M | Sell |
196,830
-3,090
| -2% | -$87.9K | 0.32% | 78 |
|
|
2019
Q2 | $5.75M | Sell |
199,920
-1,650
| -0.8% | -$48.1K | 0.36% | 67 |
|
|
2019
Q1 | $6.06M | Sell |
201,570
-45,260
| -18% | -$1.23M | 0.4% | 56 |
|
|
2018
Q4 | $6.26M | Sell |
246,830
-3,890
| -2% | -$91.8K | 0.46% | 44 |
|
|
2018
Q3 | $6.19M | Buy |
250,720
+247,310
| +7,252% | +$5.55M | 0.41% | 52 |
|
|
2018
Q2 | $82K | Buy |
+3,410
| New | +$83.6K | 0.01% | 850 |
|
Other funds holding AVGO
VCM
VPM
Geneos Wealth Management's AVGO Position: Q1 2026 in Review
Geneos Wealth Management reduced its Broadcom (AVGO) stake by 7.6% in Q1 2026, selling an estimated $1.41M and leaving 51,899 shares worth $16.1M. The position accounts for 0.37% of the portfolio, ranked #58.
Geneos Wealth Management first reported a position in AVGO in Q2 2018 and has held it in 32 quarters since. The position peaked at $26.7M in Q1 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Geneos Wealth Management held 51,899 shares of Broadcom worth $16.1M as of Q1 2026.
- Geneos Wealth Management sold 4,280 Broadcom shares in Q1 2026, an estimated $1.41M.
- Broadcom made up 0.37% of Geneos Wealth Management's portfolio in Q1 2026, its #58 holding.
- Geneos Wealth Management first reported a position in Broadcom in Q2 2018 and has held it in 32 quarters since.
- Geneos Wealth Management's Broadcom position peaked at $26.7M in Q1 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.