Geneos Wealth Management’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$198K Sell
3,247
-3,602
-53% -$220K ﹤0.01% 1000
2025
Q1
$441K Buy
6,849
+3,798
+124% +$245K 0.01% 937
2024
Q4
$183K Buy
+3,051
New +$183K 0.01% 874